
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
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