Stephen Donahue

Stephen is a senior wealth advisor in the Regis Group at Mercer Advisors who specializes in helping ultra-high-net-worth families achieve their financial and estate goals. He is a member of our affiliated firm, Mercer Advisors Private Asset Management, Investment Committee which helps oversee private market investments.

Stephen brings to Mercer Advisors 25 years of experience in the finance industry. He was previously a partner at Regis Management Company, a multi-family office for a select group of private investors in Silicon Valley. Earlier in his career he was an analyst at Bay Partners, where he was responsible for evaluation and execution of software venture capital investments and before that a financial analyst in the technology investment banking group at Bank of America Securities.

He is a Chartered Financial Analyst® (CFA®) and has a bachelor’s degree in economics and history from Dartmouth University.

Stephen grew up in Vermont but moved to the Bay Area in 2000. He loves spending time with family and outdoors, running and skiing. He’s a former member of the board of the Mill Valley Library Foundation and an advisory board member of the Mt. Tam Community Land Trust.