Donna joined Circle Wealth Partners in 2025 supporting our financial advisors and the broader team by managing diaries, handling client communications, and investment processing. As Practice Manager Donna works closely with the support staff and financial advisors overseeing the day-to-day administration and compliance, ensuring that every client receives an exceptional service.
With more than 25 years of management experience in client-focused, compliance and advice quality roles within the financial industry Donna brings a wealth of knowledge and dedication to her work.