Donna E. Trammell
Head of Family Wealth Stewardship
Ms. Trammell is Head of Family Wealth Stewardship at Bessemer Trust. In this role, she leads next generation initiatives, working directly with clients to customize financial education curriculums, design and facilitate multigenerational family meetings, and help families make decisions about shared assets. She also leads the firm’s annual Next Gen Client Workshop. Previously, she led the firm’s Communications team.
Prior to joining Bessemer, Donna worked in the private client group at Goldman Sachs. Before that, she held client relationship positions in several communications firms focused on financial services.
She is a noted speaker on the topic of raising good stewards of wealth and has been quoted in such publications as The Wall Street Journal. She often publishes and presents on multigenerational family communication and regularly volunteers teaching financial literacy to teens from low-income households.
Donna earned a B.A. in history and English from Colgate University. She is certified as a family business advisor (FFI) and multigenerational facilitator (21/64).