CoverProfile

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
View more

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

Profile Photo
Michael Federman
Managing Director
WH
William Hedden
Partner and Chief Operating Officer
Profile Photo
Dan Fordyce
Senior Associate, Private Investments
Profile Photo
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
Profile Photo
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
BH
Bob Helmer
President Emeritus
Baldwin Wallace University