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Stephen Chancellor Donahue
Investment Committee Member at Regis Management Co. LLC
Profile
Mr. Stephen C.
Donahue, CFA, is Partner at Regis Management Co. LLC.
He is also Investment Committee member of the firm.
Prior to joining Regis in 2004, Mr. Donahue served as an Analyst at Bay Partners, an early-stage technology venture capital firm, focusing on enterprise and infrastructure software companies.
Earlier in his career, he worked in investment banking at Banc of America Securities and at Kana Software.
Mr. Donahue earned an A.B.
in Economics and History from Dartmouth College.
He has earned the Chartered Financial Analyst designation.
Stephen Chancellor Donahue active positions
Companies | Position | Start |
---|---|---|
Regis Management Co. LLC
![]() Regis Management Co. LLC Investment ManagersFinance Regis Management Co. LLC (Regis) is a SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 2000 by Robert Burlinson and John Freidenrich. They were acquired by Mercer Advisors, Inc. in 2022. Regis provides portfolio management and investment advisory for private clients, foundations and endowments. | Investment Committee Member | 2003-12-31 |
Former positions of Stephen Chancellor Donahue
Companies | Position | End |
---|---|---|
Bay Partners LLC
![]() Bay Partners LLC Investment ManagersFinance Bay Partners LLC (Bay Partners) is a venture capital firm founded in 1976 by John Freidenrich. The firm is headquartered in Menlo Park, California. | Private Equity Analyst | 2004-05-29 |
KANA Software, Inc. /Old/
![]() KANA Software, Inc. /Old/ Packaged SoftwareTechnology Services KANA Software, Inc. helps the world's best known brands master the service experience. Its solutions help companies create consistent, knowledgeable conversations with their customers across every channel -- phone, email, chat and web. KANA is a complete solution for mastering the multi-channel service experience spanning the contact center agent desktop, email management, chat management, agent knowledge, and web self-service. KANA is proud to work with companies who have a relentless focus on customer service. | Corporate Officer/Principal | - |
Banc of America Securities LLC
![]() Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Analyst-Equity | - |
Training of Stephen Chancellor Donahue
Dartmouth College | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Bay Partners LLC
![]() Bay Partners LLC Investment ManagersFinance Bay Partners LLC (Bay Partners) is a venture capital firm founded in 1976 by John Freidenrich. The firm is headquartered in Menlo Park, California. | Finance |
Banc of America Securities LLC
![]() Banc of America Securities LLC Investment Banks/BrokersFinance Headquartered in Charlotte, North Carolina, Banc of America Securities (BAS) is the investment banking subsidiary of Bank of America Corp (NYSE: BAC). The firm provides both the domestic and international equity and investment banking markets, and pursues a strategy pioneered by Citigroup that combines corporate lending with investment banking advice and services. They provide high-yield debt underwriting and leveraged finance, in addition to industry coverage groups such as healthcare, media and telecom, financial institutions, real estate and gaming. BAS also does a significant amount of work for Financial Sponsors, or private equity firms, often financing leveraged transactions. Following the strategy of Goldman Sachs, the firm lacks a standalone mergers and acquisitions department, instead employing mergers and acquisitions senior bankers throughout the industry coverage groups. The firm is registered as a broker/dealer with the SEC, is a member of the NYSE, and the NASD. The use of Banc in the BAS's name is indicative of the fact that the company is not a bank, and their deposits and other holdings are not insured by the FDIC. | Finance |
KANA Software, Inc. /Old/
![]() KANA Software, Inc. /Old/ Packaged SoftwareTechnology Services KANA Software, Inc. helps the world's best known brands master the service experience. Its solutions help companies create consistent, knowledgeable conversations with their customers across every channel -- phone, email, chat and web. KANA is a complete solution for mastering the multi-channel service experience spanning the contact center agent desktop, email management, chat management, agent knowledge, and web self-service. KANA is proud to work with companies who have a relentless focus on customer service. | Technology Services |
Regis Management Co. LLC
![]() Regis Management Co. LLC Investment ManagersFinance Regis Management Co. LLC (Regis) is a SEC-registered investment advisor headquartered in Menlo Park, California. The firm was founded in 2000 by Robert Burlinson and John Freidenrich. They were acquired by Mercer Advisors, Inc. in 2022. Regis provides portfolio management and investment advisory for private clients, foundations and endowments. | Finance |
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