Relationship Manager Associate | Investment Management
Donna’s main responsibility is to support client relationships while helping create tailored solutions for her clients' investment management needs. Donna has 23 years of experience in the wealth management and investment management industry, having worked at Crestone Capital Advisors and Jocelyn Pension Consulting in Boulder. Donna also worked for Laird Norton Tyee.
Getting to Know Donna
What is your motto?
“Travel is fatal to prejudice, bigotry, and narrow-mindedness…”
What is your most treasured possession?
What trait do you most admire in a person?
- Bachelor of Science in Finance from San Jose State University, California
- Volunteer, Boulder Shelter for the Homeless