Senior Manager | MBA



Our clients value our proven methodologies and demonstrated expertise – backed by professional industry certifications.

Support for your Wealth Management needs

The Senior Manager of Investment and Insurance Services in BerryDunn Wealth Management, Donna plays an essential role in reviewing clients' investments and portfolios, preparing clients’ financial and retirement plans and assisting clients in navigating the insurance application and approval process.

Donna supports our Financial Advisors in assisting clients in the areas of investment research and analysis, portfolio reviews, asset allocation, financial plans, and insurance services. Prior to BerryDunn, Donna worked in the mutual fund industry for both Forum Financial and Citigroup, in mutual fund accounting and shareholder services. She was responsible for the operational aspects of transaction processing, recordkeeping, and reporting of information while verifying adherence to funds’ prospectus and compliance requirements. Before Citigroup, she worked for almost 16 years as Marketing Manager at Emery Waterhouse, a hardware and building materials distributor. There, she was responsible for building and supporting vendor relationships with regard to product offerings, assortments, promotions and competitive pricing – the essential elements that support retailers’ sales and profitability as they compete in their local markets.

Experience Highlights:

Donna assists our financial advisors with a variety of issues including:

• Investment analysis
• Portfolio reviews
• Retirement and financial planning
• Insurance services

Memberships and Committees:

• Investment Management Consultants Association (SM) (IMCA(R))

For more information, please click here to visit the BerryDunn Wealth Management Website.

Wealth Management


Strictly intended for individuals in: Maine, Florida, and New Jersey.  No offers may be made or accepted from any resident outside these states due to various state and registration requirements regarding investment products and services. 

Securities offered through Commonwealth Financial Network, Member FINRA/SIPC.


  • MBA