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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

    • His LinkedIn username is stephen-donahue-511a67
    • Regis Management Company was acquired by Mercer Advisors in 202234

    Highlights

    Dec 1 · prnewswire.com
    Mercer Advisors Acquires Regis Management Company, LLC
    Mercer Advisors Acquires Regis Management Company, LLC
    Mercer Advisors Acquires $5B Regis Management Company
    Mercer Advisors Acquires $5B Regis Management Company

    Related Questions

    What are Stephen Donahue's main responsibilities at Regis Management Company?
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    What types of companies does Stephen Donahue focus on at Regis Management Company?
    What is Stephen Donahue's educational background?
    How long has Stephen Donahue been a Partner at Regis Management Company?
    Stephen Donahue
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    Location

    Palo Alto, California, United States