Donna Thrane
Senior Director, Wealth Management
Donna champions her clients’ goals, providing trusted advice that helps individuals and families navigate how best to shape their financial future.
Donna has more than 20 years of experience providing comprehensive wealth management services to owners of privately held businesses, officers of publicly held companies, artists, athletes and beneficiaries of family wealth. She believes in serving each client holistically, focusing on their tax, investment, financial and estate planning with coordinated effort and attention. By cultivating close relationships with her clients, she gains a deep appreciation of their financial objectives, and then offers counsel on how to achieve them—tailoring solutions to each client’s specific needs.
Donna volunteers her time and knowledge to promote financial literacy in the community through Big Brothers Big Sisters of America.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Certified Public Accountant
- Personal Financial Specialist
- Accredited Estate Planner
- American Institute of Certified Public Accountants
- Ohio Society of Certified Public Accountants
- Estate Planning Council of Cleveland
EDUCATION
- Bachelor of Business Administration, accounting, Cleveland State University
