Nicole Davison Fox is a partner and co-head of the Advisory Team of Summit Rock Advisors. She serves on the firm’s Management and Investment Committees.
Summit Rock provides financial advice and portfolio management for a select number of U.S.-based families and charitable institutions. The firm serves as the outsourced investment office for each client, providing independent advice and customized solutions. Summit Rock oversees approximately $23.3 billion for 48 clients1.
In her role at Summit Rock, Nicole leads the design, implementation and ongoing oversight of client investment portfolios. Prior to Summit Rock, she worked at Goldman, Sachs & Co. in Global Economics, Commodities and Strategy Research where she conducted analysis of macro and microeconomic market drivers, authored research, and generated trade recommendations for clients. Nicole also previously worked at Morgan Stanley, first in the Technology M&A Group within the Investment Banking Division and later in the U.S. Portfolio Strategy Team within Investment Research. Earlier in her career, Nicole worked at the Manhattan District Attorney’s Office and at the National Economic Council.
Nicole is a member of the Board of Trustees of Friends Seminary, a K-12 day school in New York City. She leads the school’s Finance and Investment Committees and serves as the Treasurer. Nicole is a member of the Undergraduate Executive Board of the Wharton School, where she provides counsel to inform the priorities and direction of Wharton’s Undergraduate Division. Nicole is also a member of the Council on Foreign Relations and serves on the Council’s Investment Advisory Group. She is a Co-Executive Producer of the documentary film Mayor Pete.
She holds an MBA, with distinction, from Harvard Business School, an MPA from the Harvard John F. Kennedy School of Government and a B.S. magna cum laude from the Wharton School of the University of Pennsylvania.
Nicole lives in the Madison Square Park neighborhood of New York City with her husband Michael, son Henry, and daughter Emma.