As Director of Investment Operations and Research for Daybreak Financial Partners, Donna provides the team with investment research and analysis while leveraging the breadth of research resources through our broker dealer, Commonwealth Financial Network®, and other financial partners. She is responsible for the research and monitoring of our recommended investments, portfolio rebalancing and trading. As a member of Daybreak’s Investment Committee, she is responsible, along with other members of the committee, for fund selection and asset allocation.
Prior to assisting in the launch of Daybreak, Donna served as investment manager, insurance consultant, and team member willing to tackle anything that was needed. Earlier, Donna worked in mutual fund accounting and shareholder services for both Forum Financial and Citigroup. She was responsible for the operational aspects of transaction processing, recordkeeping, and reporting of information while verifying adherence to funds’ prospectuses and compliance requirements. Before Citigroup, she worked for almost 16 years as buyer and marketing manager at Emery Waterhouse, a hardware and building materials distributor.
Donna lives in Brunswick with her husband Steve and her elderly kitty. In her spare time, she enjoys running, hiking, and cross-country skiing with Steve in New Hampshire’s White Mountains.
Donna received her MBA from the University of Southern Maine. She obtained the CIMA® (Certified Investment Manager Analyst®) designation and is a member of the Investments & Wealth Institute. She also holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network®, member FINRA/SIPC, and is fully licensed for life, long-term care, and disability insurance.