As Managing Director and Wealth Manager, Donna offers clients expertise across a broad range of wealth management strategies through the integration of investment and fiduciary management with estate, financial, and tax planning. Partnering with high-net-worth individuals and families, entrepreneurs and business owners, trust donors and beneficiaries, and institutions and non-profits, Donna develops solutions to achieve her clients’ short-long-multigenerational goals.

Donna’s multi-faceted proficiencies are built upon the best practices of both large institutions, Bank of America and BNY Mellon Private Wealth Management, and small boutiques, including Boston Financial Management (“BFM”). Returning to her BFM Family after several years, Donna cites BFM’s wealth management intellect and keen ability to navigate the complexities of managing and administering estates, trusts, and her specialty, qualified and non-qualified deferred compensation plans (Defined Benefit and Profit-Sharing). BFM’s client-oriented culture and commitment to excellence across all disciplines dovetails with Donna’s achievements and goals.

Donna graduated from Boston College’s Carroll School of Management (“BC”) with a Bachelor of Science in Accounting and earned her Master of Business Administration from BC’s Graduate School of Management.

Personal Interests

Beyond serving her long-time circle of clients and friends, Donna’s enjoyments are active travel (biking, kayaking, hiking), music, art and her adorable Poodles – Louis, Otto, and Layla.