Donna L. Rasile, Senior Wealth Manager
Donna Rasile is a senior manager with GreerWalker Wealth Management LLC since 2003. With more than 20 years of experience in the investment industry, Donna understands the questions, issues and concerns surrounding decisions that are critical to her clients’ financial well-being. She has developed significant expertise in portfolio management and investment product selection focusing on determining how her clients can meet long-term goals through proper management of their financial resources. Donna has built significant relationships with the fund managers keeping updated on current trends in the marketplace. In addition, she takes a holistic approach to managing her clients’ wealth, getting to know them on a personal level and factoring in various aspects of their lives. Donna prides herself on working closely with multigenerational families by providing them with wealth planning and various other aspects of their financial and personal goals.
Donna is a graduate of Oglethorpe University. Before joining GreerWalker in 2003, she was vice president of Institutional Equity Research Sales with Donaldson, Lufkin & Jenrette where she held key security licenses.
Industry Focus and Areas of Expertise
Portfolio Management, Investment Product Selection, Wealth Planning, Multi-generational wealth management
Bachelor of Arts in Business, Oglethorpe University
Investment Management Consultants Association
National Association of Women in Business (NAWBO)
Charlotte Business Professionals
WE Women Executives
Alexander Children’s Foundation – Board Member
Children’s Theatre of Charlotte – Past Board of Directors
Oglethorpe University President Advisory Council
Junior League of Charlotte
Donna's email address is