Tully McGowan (he / him) is private wealth advisor based in New York City, where leads a team focused on serving purpose-driven entrepreneurs and families, the majority of whom have created their financial wealth by building successful technology companies in New York, San Francisco, and Seattle.
Tully’s clients view their privilege, expertise and wealth with a responsibility to act and invest in accordance with their values, recognizing that systemic change requires power, capital and sustained focus. Many of Tully’s clients are the first in their families to create multi-generational wealth, often following years of effort and struggle.
Tully lives in Croton-on-Hudson, New York, with his wife and partner, Danielle, and their son, Quinn. He’s driven by his family, relationships, and social impact, and strives to emulate a servant leadership mentality, failing often. Tully is imperfect runner, impact investor, and Vegan. His community and social impact work have focused on education and economic empowerment. Most recently, Tully served on the Board of Minds Matter Seattle, a national non-profit organization that supports low income high school students on their path to college and beyond. Tully is a first-generation college student, a graduate of Everett Community College (AAS), Stanford University (BA), and Leadership Tomorrow Seattle (2017). Tully is also a Chartered Financial Analyst (CFA) Charterholder and a 21/64 Certified Advisor.