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Donna Rose

Vice President, Digital Advisor

Private Banking

Office


Professional Summary

Donna Rose is Vice President and lead client advisor for the Private Bank’s online investing solution. Donna has served the financial planning needs of institutional investors, emerging affluent private client investors, and high net worth private client investors.

Prior to joining SVB, Donna was at Cambridge Associates in Boston and at the financial planning firm, MG Brown & Associates in Maryland. She has led clients through portfolio rebalancing transactions, investment and financial planning situations, and on boarded new clients to brokerage and investment manager platforms.

Donna enjoys hiking in New Hampshire with her husband and German Shepherd.

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