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Doyenne Wealth Advisors
Doyenne Wealth Advisors was established in 2021 by Laura Stern. The firm delivers integrated advisory services focused on portfolio allocation, regulatory...
Doyenne Wealth Advisors
Doyenne Wealth Advisors was established in 2021 by Laura Stern. The firm delivers integrated advisory services focused on portfolio allocation, regulatory compliance, and multi-generational strategies for client families. Confirmed investment types include private equity, private credit, real estate, and hedge funds. The firm also engages in philanthropic and mission-related investing. Geographic focus centers on North America. Laura Stern has served on boards including the VNA Foundation since 2013 and the United Way of Metropolitan Chicago since 2007. The firm lists two offices under leasehold arrangements. Multiple principals hold CFA and CFP designations. Doyenne participates in events such as the 2025 Women in Private Wealth Retreat and maintains memberships in the Chicago Estate Planning Council and CFA Society of Chicago. The firm operates as a registered investment adviser with the U.S. Securities and Exchange Commission since 2021. Its structure emphasizes compliance and technology providers including eMoney Advisor and Canoe Intelligence.
General information
Firm type
Multi Family Office
Year founded
2021
Location
Region
North America
Country
United States
City
Chicago
Corporate office
227 W. Monroe Street, Suite 4650, Chicago, IL
Additional offices
Atlanta, GA, United States
Principals
Laura Stern
Founder and Chief Investment Officer
Anne Petty
Managing Director
Mary Claire Allvine
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Doyenne Wealth Advisors?
Laura Stern serves as founder and chief investment officer. Anne Petty holds the role of managing director.
Is Doyenne Wealth Advisors structured as a single family office or multi-family office?
The firm operates as a multi-family office serving multiple affluent families with wealth management and planning services.
Does Doyenne Wealth Advisors participate in fund commitments or only direct deals?
Investment types include fund of funds, hedge funds, and private equity vehicles alongside direct strategies.
What investment stages does Doyenne Wealth Advisors typically target?
The firm maintains a seven-year investment horizon and allocates across private markets.
Where does the underlying wealth come from?
Wealth origin is not publicly disclosed.
Does Doyenne Wealth Advisors maintain philanthropic structures?
Principals serve on boards of organizations including the VNA Foundation, United Way of Metropolitan Chicago, and Frank Lloyd Wright Trust.
How does Doyenne Wealth Advisors source proprietary deal flow?
The firm engages professional networks including the Family Wealth Alliance and Chicago Estate Planning Council.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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