Dona Murray
Sr Vice President - Wealth Advisor - Endowments, Trusts, Municipalities, Non-Profits at Bank of New Hampshire | Greater Boston
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Dona Murray currently serves as the Senior Vice President and Wealth Advisor at Bank of New Hampshire, specializing in endowments, trusts, municipalities, and non-profits. With a robust background in wealth management and financial analysis, Dona is dedicated to guiding individuals and organizations through the complexities of financial planning and investment strategies. Her expertise lies in developing tailored investment policy statements that align with the unique objectives of her clients, ensuring they remain focused on their long-term goals even amid market volatility.
Throughout her tenure at Bank of New Hampshire, Dona has spearheaded key projects that enhance the financial security of her clients, particularly in the non-profit sector. Her strategic approach to asset management and trust management has earned her recognition as a leader in the industry. Notably, she was awarded the BNH Professional Employee of the Year in 2018, a testament to her commitment to excellence and client service. Additionally, her role as Granite United Way’s Campaign Coordinator of the Year highlights her dedication to community engagement and philanthropy.
Dona’s leadership extends beyond her immediate responsibilities; she is an alumna of Leadership Lakes Region, where she honed her skills in community leadership and collaboration. Her proficiency in credit risk and commercial lending further complements her wealth management capabilities, allowing her to provide comprehensive financial solutions. As she continues to navigate the evolving landscape of finance, Dona remains a trusted advisor, empowering her clients to take control of their financial futures and achieve lasting success.
Sr Vice President - Wealth Advisor - Endowments, Trusts, Municipalities, Non-Profits at Bank of New Hampshire in January 2010 to Present
Independent at Personal Finance in January 2002 to January 2009
Vice President at Wellington Management Company in January 1986 to January 2002
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Asset Managment
Investments
Wealth Management
Credit Risk
Financial Analysis
Banking
Credit
Risk Management
Finance
Fixed Income
Portfolio Management
Equities
Retirement Planning
Credit Analysis
Commercial Lending
Commercial Banking
Asset Management
Mutual Funds
Loans
Financial Services
Securities
Asset Allocation
Behavioral Finance
Trading
Wealth Management Services
High Net Worth Individuals
Trust Services
Trust Management
Fiduciary Services
Investment Policy Statements
Investment Portfolio Design
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Discover more about Bank of New HampshireWhat is Dona Murray email address?
Email Dona Murray at [email protected]. This email is the most updated Dona Murray email found in 2026.
What is Dona Murray phone number?
Dona Murray phone number is +16032794748 and +16035273936.
How to contact Dona Murray?
To contact Dona Murray send an email to [email protected]. If you want to call Dona Murray try calling on +16032794748 and +16035273936. (updated on November 04, 2024)
What company does Dona Murray work for?
Dona Murray works for Bank of New Hampshire
What is Dona Murray's role at Bank of New Hampshire?
Dona Murray is Sr Vice President - Wealth Advisor - Endowments, Trusts, Municipalities, Non-Profits
What industry does Dona Murray work in?
Dona Murray works in the Financial Services industry.
Dona Murray Email Addresses
Dona Murray Phone Numbers
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