Donna serves as Vice President, Wealth Planner of the Portfolio Solutions Group at Keebeck Wealth Management. She brings over 12 years of industry knowledge and experience in financial planning, investment management, relationship management, and pre-exit planning within the ultra-high-net-worth-space. Donna’s area of emphasis within the organization is to support the ‘Foundation’ (Financial Planning) leg of Keebeck’s value proposition: Foundation, Construction, and Access. No matter the complexity of one’s financial picture, she will work with you on delivering customized financial plans and solutions.
Prior to joining Keebeck Wealth Management, Donna served as a Private Wealth Relationship Manager within Merrill’s ultra-high net worth division, and has held various roles within the industry prior to that. In her previous capacity, she was responsible for the team’s investments, financial planning, advising the next generation, and helping business owners with pre-exit planning.
Donna graduated with a dual BBA/MBA from Loyola University in Marketing and International Business, with a concentration in Finance. Donna holds the Certified Exit Planning Certificate (CEPA) and Chartered Retirement Planning CounselorSM (CRPC®) designations.
Donna lives in Chicago’s Lincoln Park neighborhood with her two “fur” babies, Hachi, a very sassy Shiba Inu, and Sadie, a very spunky shepherd mix. She is an avid snowboarder and is a fourth degree black belt in Taekwondo. In her spare time, she enjoys traveling, playing foosball, golfing, and mentoring.
