

Nancy Donohue
Chief Investment Strategist, Co-founder
Summit Rock Advisors
United States, New York, New York
About Me
Nancy Donohue is the chief investment strategist and co-founder of Summit Rock Advisors. Summit Rock provides financial advice and portfolio management for a select number of U.S.-based families and charitable institutions. The firm serves as the outsourced investment office for each client, providing independent advice and customized solutions. Summit Rock oversees approximately $19.5 billion for 46 clients1. In her role at Summit Rock, Nancy designed, and now oversees, the asset allocation approach, which blends low-fee, tax-efficient, assets alongside access to top-tier investment managers in the fields of equity stock picking, hedged strategies, private equity and venture capital. Prior
Profile Information
Chief Investment Strategist, Co-founder
Summit Rock Advisors
Investment Team
Investor
Consultant
New York
New York
United States
May 16, 2024
More profiles to browse
Michael Federman
Managing Director
WH
William Hedden
Partner and Chief Operating Officer

Dan Fordyce
Senior Associate, Private Investments

David Dechman
Chief Executive Officer and Co-Founder
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University