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Donna Wilson

Donna Wilson

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  • Timeline

  • About me

    Non-Profit Board Director | Global Investment Management | Wealth Management Distribution | Culture Champion | Mentor

  • Education

    • The Wharton School

      -
      MBA Finance

      Activities and Societies: Whitney M Young Jr. Annual Conference Committee

    • Hampton University

      -
      BA Economics

      Activities and Societies: Vice President - Student Government Association Student Leader Delta Sigma Theta Sorority

  • Experience

    • Invesco Ltd.

      May 1997 - Sept 2024

      She was a trusted partner to and highly respected by her large global pension fund clients for her clear and candid style when sharing portfolio insights. Donna also served as a portfolio manager on mutual funds offered by IQS and led their expansion of product offerings into the wealth management channel. During her tenure, she was part of the management team that successfully integrated three quantitative equity teams into one global unit and more than doubled the asset base. The foundation of her strong client relationships stemmed from experience navigating industry cycles and incorporating the client’s viewpoint and needs into strategic planning. Show less

      • Managing Director, Head Of Investment Due Diligence, Wealth Management Platforms

        Jul 2018 - Sept 2024

      • Managing Director, Client Portfolio Manager

        May 1997 - Jun 2018

    • Women's Bond Club

      Jan 2016 - now
      Treasurer Board Of Directors

      The mission of the Women's Bond Club is to advance women in financial services and help to shape the future of the industry. The Club focuses on career development and education, empowering women to lead, learn, and giving back to our communities

  • Licenses & Certifications

    • Preparing to be a Corporate Director

      Harvard Business School Executive Education
      Oct 2024
      View certificate certificate

    • Corporate Governance: Maximize Your Effectiveness in the Boardroom

      Wharton Online
      May 2025
      View certificate certificate

    • Introduction to Digital Transformation

      University of Virginia Darden School of Business
      Jan 2024

    • General Securities Principal

      FINRA (Financial Industry Regulatory Authority)
      Aug 2018