As Chief Operating Officer for FourThought Private Wealth and its companion divisions, Donna oversees all company operations including budgets, hiring, training, technology, project management and employee development. She also serves as the Chief Compliance Officer.
Donna moved to Florida from Syracuse, New York, where she spent 18 years as Vice President of Operations, Agency and Systems with Cadaret, Grant & Co., an independent broker-dealer and registered investment advisor with offices in 27 states. She holds multiple securities and insurance licenses. She is married with one daughter in college and enjoys spending time with family, especially in the pool and near the water.