Donna Nadler: CFP®, MBA, CAP, AIF®
SENIOR PARTNER
Donna B. Nadler is a Senior Partner with Capital Management Group. Donna joined Capital Management Group in 2005 and focuses on investment management, estate planning strategies and charitable planning for high net worth individuals.
Donna has worked in the industry since 1985. Prior to joining Capital Management Group she was President of her company, Nadler Financial Services and President of Gallers Financial Group Inc. In 2005 she merged Nadler Financial Services with Capital Management Group.
A graduate of Rutgers University with an MBA in Finance, Donna has also obtained the CERTIFIED FINANCIAL PLANNER™ professional – (CFP®) and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements, Chartered Advisor in Philanthropy (CAP™), and Accredited Investment Fiduciary (AIF™) designations. She holds a FINRA Series 6, 7 and 65 securities registration and a Life, Health and Disability Income insurance license. Donna is a member of the Financial Planning Association (FPA), Women In Insurance and Financial Services (WIFS), the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT), where she has qualified for both Top of the Table and Court of the Table.
Donna received the 2012 Regional Associate Award granted by AXA Advisors, LLC to the financial professional who exemplifies esteemed qualities and attributes of community service, loyalty, leadership and respect.
Donna has been active in community groups throughout the years. She is passionate about her involvement in the Ovarian Cancer Research Fund (OCRF) where she served as the head of the Finance Committee and Treasurer for twelve years and is currently member emeritus of the Executive Board. Donna is also a member of the Estate Planning Council of New York City, Inc. and the Purposeful Planning Institute. Over the years she has also served as a mentor to many young financial professionals, especially women.
Donna has appeared as a guest on CNBC and MSNBC and has conducted numerous financial strategies seminars. She has been quoted in various national publications, including Money Magazine, US News & World Report and Investment News. Donna lives in New York City with her husband Bob. She has two children, three stepchildren and ten grandchildren. In her free time she enjoys exercising, yoga and spending time with her family and friends at her beach home.
Donna Nadler – CA Insurance Lic. # 0B52338
