Donna S. Sterwerf, CFP®

Designations

• CERTIFIED FINANCIAL PLANNER® professional1

Work Experience

• Joined MAI Capital Management in 2025
• With a deep understanding of the complexities that come with family dynamics and legacy planning, Donna guides families through strategic planning, family governance, investment management, tax optimization, and philanthropic initiatives. Donna is committed to helping families preserve and grow their wealth across generations while fostering unity, purpose, and long-term impact
• Graduate of the Cincinnati Regional Chamber WE Lead Class 13
• Named YWCA Rising Star in 2013 and a 2014 graduate of the YWCA Leadership Program
• Prior to joining MAI, Donna was a Partner & Wealth Advisor with Constellation Wealth Advisors
• Previously served as a Wealth Advisor at Oxford Financial Group LTD and Merrill Lynch

Life Outside of MAI

• Enjoys snow skiing, cheering her daughter on in volleyball, and spending time with family (and dog, Oakley)
• Has served on committees and boards for various non-profits

Education

• University of Cincinnati, BA in Finance and Accounting
• Cannon Financial Institute – Trust School Level I & II
• Xavier Leadership Center – Executive Certificate in Financial Planning

1CFP Board owns the marks CFP®,  CERTIFIED FINANCIAL PLANNER®, and  CFP® (with plaque design) in the U.S.