Donna F. Tait, CFP®, CTFA
Donna F. Tait, CFP®, CTFA
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
