Planning Team

Latest Winter 2018 Quarterly Newsletter This issues includes reflections from Brian Jones, CFP, on recent market volatility as he draws parallels to the most recent Super Bowl. Kevin Donovan, CFA, discusses how market losses can be tough but in general the market produces positive returns. Mark your calendars for our annual Shredding Event on May 18th and read about which documents to keep versus shred. Lastly, we share the recent Washingtonian Magazine article that quoted Jessica Ness, CFP, and her advice for handling children's allowance. January 2018 Audio Update In our first podcast of 2018, join us as David Greene, Kevin Donovan, Jessica Ness and Brian Jones share their thoughts on what worked in 2017, what to expect in the markets in 2018 as well as an update on the new tax bill just passed by Congress. Newsletter & Podcast Archive

Kevin Donovan, CFA

Kevin Donovan joined CJM Wealth Advisers in April 2012 as Portfolio Research Director. A Chartered Financial Analyst©, Kevin previously worked as an analyst for Nomura Research Institute America Inc. in San Mateo, California, covering the U.S. and European retail industries, along with internet and technology companies. In addition he worked on several consulting projects for Nomura with major retail clients in the U.S., Japan, China and South Korea. Before moving west, Kevin worked in Washington, DC as a senior equity analyst and editor at Dow Jones Newswires where he headed up a team of analysts and also oversaw the technology and mergers and acquisitions newswires.

Kevin earned a Bachelor of Science Degree in Finance at the University of Maryland and an MBA in Finance and Investments at George Washington University.


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