Donna is the Director of Long Only Research. She is responsible for managing the day-to-day due diligence and selection of long-only investment strategies and investment managers for the firm’s clients.
Prior to joining Pathstone, Donna was a Senior Research Consultant and Head of US Equities at NEPC, LLC. She identified new strategies for potential client mandates and conducted due diligence on manager events. As the subject matter expert, she met with clients to discuss specific managers, facilitate searches, and opine on industry trends.
Donna earned her A.B. from Harvard University. She also holds the Chartered Financial Analyst ® designation from the CFA Institute and is a member of the CFA Boston Society.