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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

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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
Stephen Donahue, photo 1
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Location

Palo Alto, California, United States