Nancy Donohue

Chief Investment Strategist and Co-Founder Summit Rock Advisors

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 charitable institutions and private families. The firm serves as the outsourced investment office for each client, providing independent advice and customized solutions. Summit Rock oversees approximately $13.6 billion for 41 clients.

In her role at Summit Rock, Nancy leads the firm’s work on asset allocation, research and risk management and oversees the manager selection process. Prior to Summit Rock, Nancy served as the vice president for external management at Harvard Management Company (“HMC”). She was responsible for $16 billion of investments, approximately half of the university’s endowment, with leading money managers around the world. Her portfolio included investments in global equity, fixed income, hedge fund, real estate, private equity and commodity strategies. Nancy acted as a lead investor in many innovative investment companies globally and served on numerous investment advisory boards. Nancy also led the investment plan for Harvard Master Trust, the university’s $780 million defined benefit pension plan for 12,000 current and former employees. Nancy worked on Wall Street for a decade before joining HMC, first at Goldman, Sachs & Co. and later at Deutsche Bank.

Nancy is a guest lecturer at Columbia Business School’s Family Wealth Management Program.

She is a board member of Mountainfilm in Telluride, Colorado.

She holds an MBA from Harvard Business School and a bachelor’s degree from Brown University.