Donna Sterwerf, CFP®
Partner & Wealth Advisor
Donna understands the needs of high-net-worth individuals and families. She believes that properly overseeing the many facets of legacy portfolios demands personalized attention to help ensure an enduring impact for her clients in the future.
A graduate of the University of Cincinnati, Donna holds a bachelor’s degree in business administration with a focus on finance and a concentration in accounting. She earned the CERTIFIED FINANCIAL PLANNER™ designation, holds a financial planning certificate from the Xavier Leadership Center, and previously held the FINRA Series 7 and 66 licenses and the Chartered Divorce Financial Analyst certification.
Donna graduated from the YWCA Rising Star Leadership Program and the Cincinnati USA Region Chamber WE (Women Excel) Lead Class 13.
Why Constellation
With an extensive background in managing operations and client service, Donna joined Constellation to be part of its client-first approach to managing wealth. Donna strongly believes that a client-centric ethos provides what families expect when it comes to either preserving or growing their capital. She is dedicated to helping families develop, execute and achieve their wealth objectives, allowing them the freedom to focus on what brings them joy.
What Drives Donna
Donna enjoys lending her financial expertise to local non-profits. She serves on the financial committees of the YWCA of Greater Cincinnati and volunteers on behalf of the American Heart Association. She also serves as a member of the Marketing Committee at Constellation.
Donna, her husband, and her daughter are avid skiers. Together, they also explore Cincinnati’s local art scene.