family office services

Donna M. Stefanelli

Vice President

Donna M. Stefanelli, CPA, is a Vice President specializing in tax services and financial planning for high net worth individuals and their related entities. Ms. Stefanelli joined Silvercrest Asset Management as a result of Silvercrest’s merger with Cappiccille & Company. Prior to Cappiccille & Company she was Vice President of Tax Services at Credit Suisse Asset Management and DLJ Asset Management. Previously she worked in the tax department at Rothstein Kass & Company. Ms. Stefanelli received a B.S. in Accounting from Seton Hall University and a J.D. from Seton Hall University School of Law. She is a Certified Public Accountant and is admitted to practice law in New Jersey.