Donna Lewis Zinman
Portfolio Manager-Equities at Capital Advantage, Inc.
Profile
Ms. Donna L.
Zinman is a Principal & Executive Vice President at Capital Advantage, Inc. As a Senior Financial Advisor, she is part of the investment team and is responsible for establishing new client relationships, managing investment portfolios and financial planning, as well as firm marketing and human resource management.
She specializes in working with women in transition: about to retire, newly retired, widowed or divorced.
Ms. Zinman began her career in the financial services industry in 1989.
After working as a Bank Officer at Wells Fargo, she joined Charles Schwab & Co., Inc. as a Financial Consultant.
She later joined Capital Advantage in 2005.
She was previously employed as an Officer by Wachovia Securities Financial Network LLC.
She received her BS in Business Administration from The University of California, San Francisco and an MBA from Golden Gate University.
She is a Chartered Retirement Planning Counselor (CRPC) and an Investment Advisor Representative.
Donna Lewis Zinman active positions
| Companies | Position | Start |
|---|---|---|
Capital Advantage, Inc.
 Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities. | Portfolio Manager-Equities | 2004-12-31 |
Former positions of Donna Lewis Zinman
| Companies | Position | End |
|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Corporate Officer/Principal | 1990-12-30 |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Training of Donna Lewis Zinman
| Golden Gate University | Masters Business Admin |
| The University of California, San Francisco | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a registered investment adviser and broker-dealer headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsor a number of wrap fee advisory programs. | Finance |
Capital Advantage, Inc.
Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities. | Finance |
- Stock Market
- Insiders
- Donna Lewis Zinman
