Close Menu - + Search Play Video Play Video Facebook Instagram LinkedIn Twitter Vimeo Clock
Donna Herndon

Donna Herndon

Senior Associate,
Relationship Manager

Financial Advisors

Donna Herndon is a relationship manager based in Oklahoma City, OK.

CAPTRUST welcomed Donna to our team in 2021. She brings over 25 years of experience working for investment advisory and brokerage firms as an operations manager with a strong background in compliance. Donna specializes in cashiering, account maintenance, custodial relationships, and compliance processes.

She joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where she served as an associate wealth advisor. In this role, Donna provided financial and tax planning support to Covenant’s advisors. She began her career at Lombard-Smith Investments in operations. Donna managed all of Lombard-Smith’s client transactions.

Outside of work, Donna enjoys reading, photography, traveling, and spending time with her family and friends. She and her husband Todd are huge fans of the Oklahoma State Cowboys.

View All News and Resources