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Donna Thrane, CPA, PFS™, AEP®

Senior Wealth Advisor, Managing Director

Cleveland, OH

Back to Team

Designations

Work Experience

Joined MAI Capital Management in 2025
Extensive experience in tax planning and preparation, family office services, financial education, family governance, investment consulting, estate planning, and retirement planning
Former Senior Director at Choreo/RSM Wealth Management
Former Principal at boutique firm providing family office services

Life Outside of MAI

Education

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