Nancy S. Donovan

Nancy S. Donovan

Nancy S. Donovan

Biography

Nancy S. Donovan is Partner at Circle Financial Group LLC. In her past career she held the position of President & Chief Operating Officer for Morgan Stanley Credit Corp.

Overview
Career Highlights

Morgan Stanley Credit Corp.
Dakota Wealth LLC
Circle Financial Group LLC

RelSci Relationships

100

Number of Boards

2

Birthday

1953

Age

67

Relationships
RelSci Relationships are individuals Nancy S. Donovan likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Chief Executive Officer at Lee Publications, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Lee Enterprises, Inc.

Relationship likelihood: Strong

Chief Executive Officer Founder at Dakota Wealth LLC

Relationship likelihood: Strong

Chief Strategic Officer & Managing Partner at Dakota Wealth LLC

Relationship likelihood: Strong

President & Chief Executive Officer at Magid

Relationship likelihood: Strong

Former President & Chief Operating Officer at Western Colorprint, Inc.

Relationship likelihood: Strong

Senior Managing Director at SG Capital Management LLC

Relationship likelihood: Strong

NCAA Commentator at ESPN.com

Relationship likelihood: Strong

Dean Emeritus at University of North Carolina - School of Journalism and Mass Communications

Relationship likelihood: Strong

Owner at The Adler Theatre

Relationship likelihood: Strong

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Nancy S. Donovan
Career History
Founding Partner
Current

Oakmont Partners'' investment philosophy is based on diversification and asset allocation. The firm seeks to manage portfolios, over the long term, according to each client's appropriate target allocation. Oakmont does not employ generic model portfolios that clients are placed into based on common risk profiles or objectives. Rather, they customize portfolios for each client. In addition to a client's goals, objectives and risk tolerance, the firm takes into consideration taxes, number of accounts, size of the portfolio, and the characteristics of the investments used to populate the portfolios (such as fees, investment minimums, and holding requirements).When constructing a portfolio, Oakmont starts with allocating assets to the major asset categories: cash, equities, bonds, commodities, and alternative investments. Once the allocations are determined, each asset category is broken down further into the specific asset classes and an allocation to each is determined. Investment strategies include, but are not limited to: Domestic Large Cap Equities, Domestic Mid Cap Equities, Domestic Small Cap Equities, Real Estate, International, Taxable Fixed Income, Tax Exempt Fixed Income, Government Fixed Income, High Yield Bonds, Commodities, and Alternative Investments.

Founding Partner
Current

Circle Financial Group LLC provides wealth management platform and solutions. It also provides philanthropy and tax and estate planning services. The company was founded by Rosemary L. Ripley and Maria L. Chrin was founded on January 24, 2006 and is headquartered in New York, NY.

President & Chief Operating Officer
1989 - 2001

Morgan Stanley Credit Corp., part of Morgan Stanley, is a company headquartered in Riverwoods, IL, focused on federal and federally-sponsored credit agencies.

Political Donations
$30K
2012

Senator at Office of the Senator from Utah, Mitt Romney

$2,300
2007

Senator at Office of the Senator from Utah, Mitt Romney

Public Holdings
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Other Affiliations
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