Brian Donohue

Brian Donohue

Controller

Followers of Brian Donohue393 followers
location of Brian DonohueMinnetonka, Minnesota, United States

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  • Timeline

  • About me

    Portfolio Manager at Peregrine Capital Management, LLC

  • Education

    • University of Wisconsin-Graduate School of Business

      1992 - 1994
      MS Finance
    • University of Wisconsin-Madison

      1986 - 1991
      BBA Finance
  • Experience

    • Hawthorn Mellody Dairy

      Jan 1992 - Aug 1992
      Controller

      Provided financial planning and cash management for the dairy while it attempted to reorganize under Chapter 11 bankruptcy protection.

    • Peregrine Capital Management

      May 1993 - Aug 1993
      Intern Analyst

      Worked with Growth Equity team and fixed income team analyzing securities and evaluating portfolios.

    • Madison Investment Advisors

      Sept 1993 - Jun 1994
      Intern Analyst

      Analyzed and recommended stocks for the equity strategy’s GARP approach.

    • Cleary Gull Reiland & McDevitt, Inc.

      Jul 1994 - Nov 1996
      Research Analyst

      Made recommendations on a varied list of small- and mid-cap companies in several industries. Performed fundamental analysis, modeled financial statements and wrote research recommendations and updates.

    • Investment Advisors Inc.

      Nov 1996 - Mar 1999
      Analyst

      Part of a team which managed the Regional and Large-Cap Growth equity strategies using a GARP approach. Fundamental company research included applying a proprietary DCF model based on detailed financial statement assumptions. Played a central role in developing proprietary DCF model template.

    • Lowry Hill

      Apr 1999 - Dec 2010
      Partner

      Built trusting and lasting relationships with 17 families, managing $475 million and achieving 97% retention. Developed and managed a REIT strategy from 1999 to 2009, performance exceeding the NAREIT benchmark. Contributed security recommendations to the Small Cap and Large Cap Equity strategies based on fundamental analysis and DCF modeling.

    • Peregrine Capital Management, LLC

      Jan 2011 - now
      Portfolio Manager

      Co-manage Growth Equity strategy with two peers in a team approach – functioning as both analyst and portfolio manager. Security selections are made after a fundamental analysis of the companies’ competitive positions, financial characteristics and cash flow growth sustainability.

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) charter holder

      CFA Institute
      Sept 1999
  • Volunteer Experience

    • Trustee, Chair - Governance Committee

      Issued by The Jeremiah Program on Sept 2002
      The Jeremiah ProgramAssociated with Brian Donohue
    • Boys Soccer Coach

      Issued by Tonka United on Apr 2012
      Tonka UnitedAssociated with Brian Donohue
    • Baseball Coach

      Issued by Minnetonka Baseball Association on Apr 2011
      Minnetonka Baseball AssociationAssociated with Brian Donohue
    • Advisory Board, Mentor

      Issued by The University of St. Thomas - Aristotle Fund on Sept 2001
      The University of St. Thomas - Aristotle FundAssociated with Brian Donohue
    • President, Program Co-Chair

      Issued by The Community Capital Alliance on Sept 2001
      The Community Capital AllianceAssociated with Brian Donohue