Experience
Donna is a director in Citrin Cooperman’s Private Client Services Practice with over three decades of experience in public accounting.
For the past 20 years, Donna has focused on the individual trust and estate space, specializing in tax planning and compliance and developing a deep understanding of the complex needs of high-net-worth individuals, families, and privately held business owners. Donna is known for her thoughtful, relationship-based approach and her ability to deliver customized solutions that align with clients’ long-term financial goals.
Previously, Donna was a principal at LitmanGerson Associates, LLP (LGA), which joined Citrin Cooperman in 2026.
CREDENTIALS
Education
MBA, Babson College
Bachelor’s Degree, Tufts University
Licenses
Certified Public Accountant in the Commonwealth of Massachusetts
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, Massachusetts Society of Certified Public Accountants (MSCPA)
WORK-LIFE BALANCE
Outside the Office
Donna enjoys collaborating closely with clients to help them preserve and grow wealth across generations. Outside of work, she likes exploring local arts and culture, traveling, and spending quality time with family and friends.
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