Donna S. Sterwerf, Cfp®
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Donna S. Sterwerf, Cfp® Email & Phone Number

Managing Director at MAI Capital Management
Location: Cincinnati Metropolitan Area, United States 6 work roles 5 schools
1 work email found @ofgltd.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@ofgltd.com
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Current company
MAI Capital Management
Role
Managing Director
Location
Cincinnati Metropolitan Area, United States
Company size
456 employees

Who is Donna S. Sterwerf, Cfp®? Overview

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Quick answer

Donna S. Sterwerf, Cfp® is listed as Managing Director at MAI Capital Management, a with 456 employees, based in Cincinnati Metropolitan Area, United States. AeroLeads shows a work email signal at ofgltd.com and a matched LinkedIn profile for Donna S. Sterwerf, Cfp®.

Donna S. Sterwerf, Cfp® previously worked as Wealth Management Advisor at Constellation Wealth Advisors and Associate Director, Relationship Management at Oxford Financial Group, Ltd.. Donna S. Sterwerf, Cfp® holds Bachelor Of Business, Finance from University Of Cincinnati College Of Business.

Company email context

Email format at MAI Capital Management

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*@ofgltd.com
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AeroLeads found 1 current-domain work email signal for Donna S. Sterwerf, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Donna S. Sterwerf, Cfp®

Donna S. Sterwerf, Cfp® is a Managing Director at MAI Capital Management. She possess expertise in estate planning, portfolio management, strategic financial planning, management, client events and 11 more skills.

Listed skills include Estate Planning, Portfolio Management, Strategic Financial Planning, Management, and 12 others.

Current workplace

Donna S. Sterwerf, Cfp®'s current company

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MAI Capital Management
Mai Capital Management
Managing Director
Cincinnati, OH, US
Website
mai.capital
Employees
456
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Company profile
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6 roles

Donna S. Sterwerf, Cfp® work experience

A career timeline built from the work history available for this profile.

Wealth Management Advisor

Current
Constellation Wealth Advisors

Cincinnati Area, Ky

Constellation Wealth Advisors is a privately held wealth management firm dedicated to improving the (financial) lives of our clients and making a positive impact on our industry and community.

Oct 2017 - Present

Financial Advisor | Holcomb Veith & Associates

Merrill Lynch

Cincinnati Ohio

Mar 2012 - Feb 2015

Registered Senior Client Associate | Holcomb Veith & Associates

Merrill Lynch
Feb 2003 - Mar 2012
Team & coworkers

Colleagues at MAI Capital Management

Other employees you can reach at mai.capital. View company contacts for 456 employees →

SM Stan Majkrzak, Cpa, Cfp® Stan Majkrzak, Cpa, Cfp® Colleague at Mai Capital ManagementBeachwood, Ohio, United States View → WB Wild B Wild B Colleague at Mai Capital ManagementRomania View → RE Richard England Richard England Colleague at Mai Capital ManagementBethesda, Maryland, United States View → RE Richard England Richard England Colleague at Mai Capital ManagementChevy Chase, Maryland, United States View → MS Meghan Smith, Cfp®, Ea Meghan Smith, Cfp®, Ea Colleague at Mai Capital ManagementGreater Cleveland, United States View → CF Cassie Forst Cassie Forst Colleague at Mai Capital ManagementCleveland, Ohio, United States View → BS Brad Smith Brad Smith Colleague at Mai Capital ManagementReston, Virginia, United States View → GB Gregory Badowski Gregory Badowski Colleague at Mai Capital ManagementCleveland, Ohio, United States View → NF Nicole Ferraro, Mba Nicole Ferraro, Mba Colleague at Mai Capital ManagementGreater Cleveland, United States View → DS D.J. Santiago D.J. Santiago Colleague at Mai Capital ManagementStrongsville, Ohio, United States View →
5 education records

Donna S. Sterwerf, Cfp® education

Trust School I, Cannon Trust School

Cannon Financial Institute

This course begins a three-part series in the technical competencies and skills required to perform complex trust administration.

Executive Certificate In Financial Planning, Financial Planning

Xavier Leadership Center

Education record

Finneytown High School
FAQ

Frequently asked questions about Donna S. Sterwerf, Cfp®

Quick answers generated from the profile data available on this page.

What company does Donna S. Sterwerf, Cfp® work for?

Donna S. Sterwerf, Cfp® works for MAI Capital Management.

What is Donna S. Sterwerf, Cfp®'s role at MAI Capital Management?

Donna S. Sterwerf, Cfp® is listed as Managing Director at MAI Capital Management.

What is Donna S. Sterwerf, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ofgltd.com for Donna S. Sterwerf, Cfp® at MAI Capital Management.

Where is Donna S. Sterwerf, Cfp® based?

Donna S. Sterwerf, Cfp® is based in Cincinnati Metropolitan Area, United States while working with MAI Capital Management.

What companies has Donna S. Sterwerf, Cfp® worked for?

Donna S. Sterwerf, Cfp® has worked for Mai Capital Management, Constellation Wealth Advisors, Oxford Financial Group, Ltd., and Merrill Lynch.

Who are Donna S. Sterwerf, Cfp®'s colleagues at MAI Capital Management?

Donna S. Sterwerf, Cfp®'s colleagues at MAI Capital Management include Stan Majkrzak, Cpa, Cfp®, Wild B, Richard England, Richard England, and Meghan Smith, Cfp®, Ea.

How can I contact Donna S. Sterwerf, Cfp®?

You can use AeroLeads to view verified contact signals for Donna S. Sterwerf, Cfp® at MAI Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Donna S. Sterwerf, Cfp® attend?

Donna S. Sterwerf, Cfp® holds Bachelor Of Business, Finance from University Of Cincinnati College Of Business.

What skills is Donna S. Sterwerf, Cfp® known for?

Donna S. Sterwerf, Cfp® is listed with skills including Estate Planning, Portfolio Management, Strategic Financial Planning, Management, Client Events, Business Development, Finance, and Establish And Maintain Long Term Client Relationships.

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