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Stephen Donahue
Partner at Regis Management Company, LLC
Stephen Donahue
Stephen Donahue is a Partner at Regis Management Company, a wealth management firm focused on serving ultra-high net worth clients, multigenerational families, and foundations and endowments.1234
Career
- Prior to joining Regis in 2004, he served as an Analyst at Bay Partners, an early-stage technology venture capital firm, focusing on enterprise and infrastructure software companies126
- Earlier in his career, he worked in investment banking at Banc of America Securities and at Kana Software12
- He is a member of the Investment Committee at Regis12
Education and Certifications
- Earned an A.B. in Economics and History from Dartmouth College12
- Holds the Chartered Financial Analyst (CFA) designation15
Other Information
Highlights
Dec 1 · prnewswire.com
Mercer Advisors Acquires Regis Management Company, LLC
Dec 1 · wealthmanagement.com
Mercer Advisors Acquires $5B Regis Management Company