Donna L. Ward, CIPM®

Compliance Manager, Assistant Vice President

Donna Ward is responsible for communicating with and training employees on the use of Cary Street Partners’ operations systems to maximize the value of our technology resources. She assists in creating reports to meet the needs of our advisors in managing their business while ensuring accurate and timely performance reporting on a monthly and quarterly basis. Donna assists the Support Systems Team and the Transition/Acquisition Team.


  • Thompson, Siegel & Walmsley, Senior Operations Specialist


  • Reynolds Community College, Sign Language/Interpreting
  • Cayuga Community College, Business Administration/Management
  • Certificate in Investment Performance Measurement (CIPM®)