Donna F. Tait, CFP®, CTFA

Donna F. Tait, CFP®, CTFA

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Ms. Donna Tait, Vice President and Portfolio Manager, has been with the Haverford since 1999. As a Portfolio Manager, Donna develops client relationships, manages investment portfolios and participates on the Investment Selection Committee. She is also a member of the Trust Administration Committee at Haverford. Donna is a new grandmother, who enjoys taking nature walks, and gardening, specifically growing orchids as a member of the Delaware Orchid Society.

Achievements & Recognitions

Philadelphia Estate Planning Council’s “Mordecai Gerson Meritorious Service Award” 2007

Education & Certifications

B.A with honors, West Chester University

CERTIFIED FINANCIAL PLANNER™ professional

Certified Trust & Financial Advisor Certification (CTFA)

FINRA Series 7 and 66

Previous Experience

Vice President, Investment Advisory and Trust Wilmington Trust Company

Investment Advisory and Trust PNC Bank

Support Team

Client Service Support Team

Kim Southmayd Investment Officer

Affiliations & Memberships

Former Director Philadelphia Estate Planning Council

Board Member and Past President Delaware County Estate Planning Council

Board Member Delaware County Community Foundation

Contact

Email

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Direct Phone

610.995.8743