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Don McDonald
President, Chief Executive Officer, and Chairman of the Board of Directors | Blaine O'Kelley, CPA
Chief Financial Officer and Chief Administrative Officer |
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Don McDonald
President, Chief Executive Officer, and Chairman of the Board of Directors
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As President, Chief Executive Officer, and Chairman of the Board, Don is responsible for Prime’s day-to-day operations as well as its strategic direction. He is also a member of Prime’s Investment Committee. Don joined Prime in 2009, and has spent most of his 20+ year professional life working in the insurance asset management industry, focused on delivering portfolio management results, client service and growth. Don was Executive Vice President and Chief Investment Officer for Jefferson Pilot Financial, now known as Lincoln Financial Group, and before that President and Chief Investment Officer of Conning Asset Management. Don received a degree in Economics from Princeton University in 1984.
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Blaine O'Kelley, CPA
Chief Financial Officer and Chief Administrative Officer
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Blaine joined Prime Advisors in 2007, and is responsible for the company’s finance, accounting, operations and administrative matters. He has over 20 years experience in various positions within Seattle-Northwest Securities Corporation, including serving as its Chief Administrative Officer and Chief Compliance Officer. His responsibilities at SNW included oversight of the compliance, administrative, finance and information technology groups as well as administration of the company Employee Stock Ownership Plan. Blaine has held various licenses and registrations, including the Series 24 – General Securities Principal, Series 7 – General Securities Representative, Series 53 – Municipal Securities Principal, Series 52 – Municipal Securities Representative, Series 63 – Uniform Securities Agent State Law Examination, and Series 27 – Financial and Operations Principal. Blaine graduated from Gonzaga University with a BA in Business Administration with a focus on Public Accounting.
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Doug Clark
Chief Portfolio Strategist, Board of Directors
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Doug joined Prime Advisors in 1992, and as Chief Portfolio Strategist is responsible for the development and implementation of client investment strategies and oversight of the trading desk. In addition, Doug manages the mortgage-backed investment portfolios, which includes mortgage pass-throughs, asset-backed and commercial mortgage-backed investments. Doug’s background at Prime includes investment accounting and extensive work with state and regulatory deposit requirements. Doug received a BA in Business Administration with an emphasis in Finance, Economics, and Information Systems from the University of Washington.
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Frank Conde, CFA, FCAS, MAAA
Chief Investment Strategist, Board of Directors
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Frank Conde is Prime’s Chief Investment Strategist. Frank joined Prime in 1994 and is a member of its Investment Committee. Additionally, Frank oversees the Investment Strategy Group in Windsor, CT, which combines professionals with actuarial, insurance and investment backgrounds to develop strategies addressing the constrained needs of insurance companies. The Investment Strategy Group focuses on integrating capital market investment opportunities with insurance operational requirements. Frank’s specific areas of expertise include dynamic financial modeling, risk management, after-tax performance attribution, and the development of yield maximizing portfolio strategies. Frank has co-authored a paper titled, “Dynamic Financial Analysis Issues in Investment Portfolio Management” and is a regular contributor to “The Prime Advisor” series. Prior to joining Prime, Frank worked in actuarial consulting at Tillinghast – Towers Perrin. Frank graduated from Cornell University with a Bachelor of Science degree in Operations Research and Industrial Engineering. Frank is a Chartered Financial Analyst (CFA) charterholder, a Fellow of the Casualty Actuarial Society, and a Member of the American Academy of Actuaries (MAAA).
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Lewis Leon, MBA
Senior Vice President, Investment Accounting
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Lewis joined Prime Advisors in 1997. He manages client accounting and reporting, including Schedule D, new client conversions, and portfolio performance. In addition, he acts as a consultant to clients on related accounting issues and also oversees internal data quality and controls in support of Prime’s asset management and actuarial functions. Prior to joining Prime, Lewis was the accounting manager for the Connecticut Mutual Life Insurance Company. He was responsible for all marketable securities portfolios, securities related statutory and GAAP reporting and performance measurement. Lewis has over 20 years experience in investment accounting and statutory reporting for securities. Lewis graduated from The University of Connecticut with a BS in Accounting and, received his Masters in Business Administration from The University of Hartford.
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Marc W. Tollefson
Chief Investment Officer, Board of Directors
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Marc joined Prime in 2004 and is a member of both the executive team and the Board of Directors. He is responsible for the firms’ overall investment process, which includes evaluating and selecting securities and constructing and administering portfolios managed by Prime. Marc has over 28 years of securities trading experience in multiple markets including Municipals, Corporates, US Governments, Agencies, Swaps, Money Markets and Futures Contracts. Prior to joining Prime, Marc was the Manager of Long Municipal Portfolios for Quellos Fixed Income Advisors. His responsibilities included long tax efficient core fund and separate account management. Before Quellos, Marc was Vice President and Head Bond Trader with GE Financial Assurance, where he managed a group of corporate bond traders, positioned in both High Yield and Investment Grade Corporates and executed over $30 billion in trades. Marc was also a Principal with the Gelber Group, focusing on proprietary trading in U.S. Treasuries, Strips, Agencies, Futures and Option, and worked for Benaroya Securities, Seattle First National bank and the Federal Home Loan Bank of Seattle. Marc received a BA in Business Administration from the University of Puget Sound.
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Patrick Tuohy, MBA
Senior Vice President and Director of Sales & Marketing
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Prior to joining the firm in 2010, Patrick was a Managing Director at Brookfield Investment Management, where he was responsible for insurance company business development and marketing efforts. Patrick has over 30 years of experience in the financial services industry and over 20 years of experience in the insurance industry, including positions at American Re Asset Management, a subsidiary of Munich Re, and The Prudential Insurance Company. Prior to that, Patrick worked at Salomon Brothers, and he started his career as a CPA with Price Waterhouse. Patrick received a BBA in Accounting from Baruch College and graduated with an MBA from Columbia University.
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Robert MacMillan
Senior Vice President and Portfolio Strategist
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Bob joined Prime in 1997, and has direct responsibility for municipal investments, including working with dealers on new issue structuring, and bidding bonds in the secondary market. Prior to joining Prime, Bob was the Vice President and manager of the municipal bond trading desk at the Seattle offices of both Dain Bosworth and U.S. Bank. During his 14 year tenure as the lead trader and underwriter, Bob traded bonds in the secondary markets, took significant risk positions to achieve profit objectives, and led primary municipal bond underwriting via the competitive and negotiated processes. Licenses and registrations held were Series 24 – General Securities Principal, Series 7 – General Securities Representative, Series 53 – Municipal Securities Principal, Series 52 – Municipal Securities Representative and Series 63 – Uniform Securities Agent State Law Examination. Bob graduated from Seattle University with a BA in Business Administration (Finance) and is a Registered Investment Advisor Representative.
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Vincent R. McDonough
General Counsel and Chief Risk Officer
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Vincent is responsible for Prime’s legal and risk management issues. In addition, he serves as Prime Advisors’ Chief Compliance Officer, and in that role he is responsible for the company’s culture of compliance. Prior to joining Prime, Vincent was Director of Administration and Operations for Mellon Growth Advisors LLC; and he was Senior Counsel to Mellon Financial Corp., where he counseled several of Mellon’s investment adviser subsidiaries on regulatory issues and advised management regarding corporate governance and transactional issues. Vincent also has experience as a securities litigator, a state prosecutor, and as a clerk to a federal judge. Vincent graduated from Holy Cross College with a BA in English, received his law degree from Suffolk University Law School, and is a Member of the Massachusetts and Washington State Bars.
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