donna holmes, caia
Donna has 15 years of experience within the investment management industry. Most recently, she was recruited by Lizard Investors LLC to help build the firm’s infrastructure and to develop a sales process targeting institutional investors. Donna began her career at Tremblant Capital, a global long-short equity manager based in New York. At Tremblant, she built and managed the business development and investor relations departments. Prior to working in investment management, Donna practiced law, specializing in ERISA matters. Her practice addressed the ERISA implications of corporate transactions, as well as qualified retirement plan issues, and executive compensation arrangements.
Donna earned a Bachelor of Science in accounting from Syracuse University, a Juris Doctorate from Syracuse University, College of Law, and a Master of Law in Taxation from New York University. She is a CAIA Charter-holder and an FSA Level 1, Candidate.
Donna currently volunteers for Chicago Cares, Protect Chicago, helping to educate city residents about Covid-19. Since the beginning of the Pandemic, she has provided pro-bono consulting services to women and minority owned funds. In addition to her involvement in WIP, Donna is a member of 100 Women in Finance and Women in Funds.