Zoe Donohue

Zoe Donohue is the Database Manager and Trader at Summit Financial Strategies, Inc., based in Columbus, Ohio. In this dual role, she manages the firm’s investment data systems and executes daily trade operations, supporting the firm’s wealth management and investment advisory services. Her work is integral to ensuring efficient portfolio implementation and accuracy in client reporting for Summit’s diverse client base.

She focuses primarily on public equity and fixed income markets, supporting multi-asset portfolio strategies typical of comprehensive wealth advisory practices. Zoe collaborates closely with the firm’s advisors and research team on trade execution, portfolio rebalancing, and data integrity—helping clients achieve financial planning objectives across a variety of sectors, including retirement solutions and broad-based investment planning.

Zoe joined Summit in 2016, initially as a Client Service Representative, after previous roles as a Financial Services Technician at Nationwide Insurance and Customer Advocate at MedRisk Inc.. She holds a degree in Political Science from Hartwick College, leveraging her analytical skills in both operational and trading contexts. Recognized for her attention to accuracy and client-centric approach, Zoe plays a key part in ensuring operational excellence in the investment process at Summit Financial Strategies, Inc.