D'Annunzio Consulting Group

D'Annunzio Consulting Group

D'Annunzio Consulting Group was founded in 2005 and has operated from a single office in Tacoma, Washington, for two decades. The firm is led by Managing Member Holly D'Annunzio, a Chartered Financial Analyst who brought institutional consulting disciplines to a client base of select families. The practice grew out of her prior advisory work; the underlying wealth has not been publicly attributed to a specific operating business or liquidity event. Each client receives a separate, custom portfolio rather than a model overlay. The team structures exposures globally across public equities, fixed income, hedge funds, and private equity, with an intentional overlay for philanthropic entities and private foundations. The firm does not run commingled funds or discretionary pools—it advises on manager selection, asset allocation, and ongoing measurement, then clients execute. Known mandates include oversight of charitable assets alongside traditional investment portfolios, and the group’s board relationships at Western Washington University’s endowment create an additional institutional lens. Team continuity is a structural feature: senior consultants, analysts, and client-service staff have worked together for more than 20 years. Managing Director Sharon Cooper joined in July 2007; Client Service Executive Shawn Cole followed in October 2007. Principal Holly D'Annunzio also serves on the Investment Advisory Board for the College of Business and Economics at Western Washington University, where she mentors students and reviews the university’s endowment investments alongside peers from Russell Investments, Goldman Sachs, Moody's Analytics, and Saturna Capital—connections that reinforce an institutional-grade manager-sourcing network. What distinguishes the firm is its stubbornly non-discretionary architecture, which places all implementation decisions in the client’s hands while the firm provides the analytics, benchmarking, and institutional process. This consulting posture—borrowed from large pension plans and applied to multi-family wealth—is unusual at a sub-$2 billion scale and creates a governance separation that family offices structured as outsourced CIO shops typically blur.