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Donna Marie Rose

Svb Wealth

Boston, MA

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Current Employers
Svb Wealth

53 State Street 28Th Floor, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-07-24
  • MA RA
    APPROVED
    Since 2024-07-24

Branch Locations

53 State Street, Boston, MA 01760 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Associates, Llc Boston MA 02/2015 09/2018
Svb Wealth Advisory Inc. Newton MA 07/2022 Present
Silicon Valley Bank Newton MA 09/2018 03/2023
First Citizens Bank Boston MA 03/2023 Present
Svb Investment Services Boston MA 11/2018 07/2022
  • 02/2015 → 09/2018
    Cambridge Associates, Llc
    Boston, MA
  • 07/2022 → Present
    Svb Wealth Advisory Inc.
    Newton, MA
  • 09/2018 → 03/2023
    Silicon Valley Bank
    Newton, MA
  • 03/2023 → Present
    First Citizens Bank
    Boston, MA
  • 11/2018 → 07/2022
    Svb Investment Services
    Boston, MA
Previous Registrations
  • 2018-11-20 → 2022-07-29
    Svb Investment Services Inc.
    Newton, MA
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-20
  • S65 Uniform Investment Adviser Law Examination
    2018-11-20
Other Names
  • Donna Marie Rose
  • Donna Marie Pizzigoni

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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