Donna Schuette

Sr. Operations & Transformation Leader

Cleveland, OH


Work Experience

  • Focus at MAI is to position the operations systems, processes, and teams for the next generation of the firm
  • Has over 20 years of experience in the financial services industry, specializing in operations
  • Was a Senior Manager in Investment Operations at PNC where she focused on continuous improvement, internal and external customer service, workflow automation, and process enhancements
  • Gained experience working at Key Investment Services, Comprehensive Wealth Management, LLC, and Morgan Stanley prior to PNC


Life Outside of MAI 

  • Volunteers in support of several community and charitable organizations such as Laura’s Home Alzheimer’s Association



  • University of Arizona, BS in Economics & Finance, majoring in Economics and Finance

We look forward to learning about your financial goals.