Managing Director & Co-Founder
CurrentTrue fiduciary, non-discretionary wealth counsel for families and individualsCombining EQ and IQ to help wealthy families enjoy, share, and optimize their resources.
Jan 2022 - Present
AeroLeads people directory · profile
Kate Donaldson, Cfp® Email & Phone Number
Managing Director and Co-Founder at Doyenne Wealth Advisors
at
Doyenne Wealth Advisors
1 work email found
@doyenneadvisors.com
2 phones found area 312
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director and Co-Founder at Doyenne Wealth Advisors
Location
Greater Chicago Area, United States
Who is Kate Donaldson, Cfp®? Overview
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Quick answer
Kate Donaldson, Cfp® is listed as Managing Director and Co-Founder at Doyenne Wealth Advisors at Doyenne Wealth Advisors, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at doyenneadvisors.com, phone signal with area code 312, and a matched LinkedIn profile for Kate Donaldson, Cfp®.
Kate Donaldson, Cfp® previously worked as Managing Director & Co-Founder at Doyenne Wealth Advisors and Member at The Economic Club Of Chicago. Kate Donaldson, Cfp® holds M.M., Violin Performance from University Of Michigan.
Company email context
Email format at Doyenne Wealth Advisors
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*@doyenneadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kate Donaldson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Kate Donaldson, Cfp®
Kate is Managing Director and Co-Founder of Doyenne Wealth Advisors LLC, launched in 2022. Doyenne combines financial intelligence with emotional intelligence, meaningful collaboration, and technology to "change the way of wealth" to help you care for and experience life fully.Kate is a CERTIFIED FINANCIAL PLANNER ™ practitioner and has over 20 years experience advising high net worth individuals and families throughout the United States.
Listed skills include Strategic Financial Planning, Investments, Retirement Planning, Employee Benefits, and 3 others.
Current workplace
Kate Donaldson, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 29 years
Kate Donaldson, Cfp® work experience
A career timeline built from the work history available for this profile.
Member
Current
May 2018 - Present
Board Of Directors
Current
Grant Park Orchestral Association
2012 - Present
~14 yrs 6 mos
Principal & Financial Advisor
Dec 2000 - Dec 2021
1999 - 2000
~1 yr
Faculty Liaison And Program Administrator
Communispond
Business and Communications Training Company
1998 - 1999
~1 yr
Violinist
Civic Orchestra Of Chicago
Sep 1995 - May 1998
Violinist
Sep 1995 - May 1998
2 education records
Kate Donaldson, Cfp® education
M.M., Violin Performance
University Of Michigan
B.M., Violin Performance
Northwestern University
FAQ
Frequently asked questions about Kate Donaldson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Kate Donaldson, Cfp® work for?
Kate Donaldson, Cfp® works for Doyenne Wealth Advisors.
What is Kate Donaldson, Cfp®'s role at Doyenne Wealth Advisors?
Kate Donaldson, Cfp® is listed as Managing Director and Co-Founder at Doyenne Wealth Advisors at Doyenne Wealth Advisors.
What is Kate Donaldson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @doyenneadvisors.com for Kate Donaldson, Cfp® at Doyenne Wealth Advisors.
What is Kate Donaldson, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 312 for Kate Donaldson, Cfp® at Doyenne Wealth Advisors.
Where is Kate Donaldson, Cfp® based?
Kate Donaldson, Cfp® is based in Greater Chicago Area, United States while working with Doyenne Wealth Advisors.
What companies has Kate Donaldson, Cfp® worked for?
Kate Donaldson, Cfp® has worked for Doyenne Wealth Advisors, The Economic Club Of Chicago, Grant Park Orchestral Association, Brownson, Rehmus & Foxworth, and Xpedior.
How can I contact Kate Donaldson, Cfp®?
You can use AeroLeads to view verified contact signals for Kate Donaldson, Cfp® at Doyenne Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Kate Donaldson, Cfp® attend?
Kate Donaldson, Cfp® holds M.M., Violin Performance from University Of Michigan.
What skills is Kate Donaldson, Cfp® known for?
Kate Donaldson, Cfp® is listed with skills including Strategic Financial Planning, Investments, Retirement Planning, Employee Benefits, Tax Planning, Estate Planning, and Financial Modeling.
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