Donna M Zanetti

Employer firm

Pennsylvania Capital Management Inc. CRD 107648

$849M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2006 → Present
  Pennsylvania Capital Management Inc.
  Willow Grove, PA
• 09/2014 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-12-01 → 2012-10-03
  Western International Securities, Inc.
  Jenkintown, PA

Other Businesses

1.PENNSYLVANIA CAPITAL MANAGEMENT INC. 165 TOWNSHIP LINE ROAD SUITE 1400 JENKINTOWN, PA 19046 INVESTMENT RELATED START DATE 9/30/2014

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-06
• S63 Uniform Securities Agent State Law Examination
  1986-11-06

Other Names

• Donna Marie Dunn