Broker Check

Get To Know Us Wednesday: Donna Gorman

| August 07, 2020
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All of us at Private Capital Group hope you and your loved ones are safe and in good health after the devastation from Hurricane/Tropical Storm Isaias. As many members of PCG have, we know many of you may have lost and are still without power. Because of this storm, we apologize for delaying our release of this week’s edition of Get To Know Us Wednesday. With that being said, PCG has been able to readily adapt and we hope you all enjoy learning more about this week’s featured PCG team member, Donna Gorman, our Operations Specialist/Client Services Associate. Please do not hesitate to reach out to anyone at Private Capital Group during this time. We are here for you.

At Private Capital Group, we take tremendous pride in our employees and their successes. We believe it is important to showcase the group of hard-working individuals we have. Our employees are extremely dedicated, committed, and driven to provide our clients with the best possible service and care. 

Donna joined the Private Capital Group team in October 2019 and has over 20 years experience in the financial industry. She has held a variety of positions in Compliance, Operations and Customer Service. This, and her passion for the client, makes her an asset to the team. Donna supports Gail, the Operations Manager, and is the Client Service Associate for our clients' insurance needs. 

              

Although born in Syracuse, NY, it’s difficult to say where Donna is “from”, as she moved several times while growing up! Her dad worked for GE and was transferred to Springfield, MA, Erie, PA, and Binghamton, NY. Her family moved again to Gales Ferry CT and Somers, CT. This meant Donna had to attend three different high schools! After graduating from the University of Connecticut, Donna continued to move several times on her own, living in VT, CT, and MA. She recently bought a condo in Suffield, CT (and she plans to stay put!) and adopted a cat named Chloe. Donna has 6 siblings, (which made moving and changing schools much easier!). She is an aunt to 16 nieces and nephews and has 9 grand nieces and nephews.  

In her spare time, Donna is settling into her condo, doing some remodeling and meeting her neighbors. She plans to become a member of the HOA Board. Donna’s hobbies include trying new recipes, and walking and biking on the nearby Rails to Trails. She has been volunteering for over 15 years as a dispatcher for Rachel’s Table, an organization that helps fight hunger and reduce food waste in Western Massachusetts.  

Private Capital Group is extremely excited to have Donna as a part of our team. We cannot wait to see what the future has in store for Donna both at PCG and beyond! We hope you can meet Donna in person and get to know her better when we are back in the office.   

If you would like to learn more about Donna, please view her “Quick Fire” answers. Also, be sure to check her out on LinkedIn! 

Introduction 

  1. First and Last Name: Donna Gorman
  2. Job Title: Operations Specialist/Client Service Associate (Insurance)
  3. Hometown: Syracuse, NY
  4. City and State you currently live in: Suffield, CT
  5. College Graduated: BA from University of CT, Storrs; Paralegal Studies Certificate from Bay Path University, Longmeadow, MA
  6. Family: 6 siblings, 16 nieces and nephews, 9 grand nieces and nephews

Expertise and Work Experience 

  1. Professional Expertise/Specialization: Financial Services/Compliance
  2. What did you do before working at PCG? A similar position at Lincoln Financial Group; 17 years at MassMutual
  3. Favorite Part about working with PCG clients: Giving all of our clients financial peace of mind
  4. Why do you enjoy working at PCG?: Great group of co-workers!

Featuring Achievements 

  1. Designations/Certifications: Paralegal Studies Certificate, FINRA Series 6, 26 and 63 and LOMA AIRC

Charity and Organizational Involvement 

  1. Charity Name: Rachel’s Table
  2. Level of Involvement: 3 hours a month
  3. Why is this charity/organization important to you?: It alleviates hunger and the waste of food in Western Massachusetts.

Personality and Other 

  1. Biggest Fear: Drowning
  2. New Hobby or Activity During Stay-at-Home: I had to get a hip replacement in May!
  3. Favorite type of music: 70’s Classic Rock
  4. What has COVID-19 made you appreciate the most?: What health workers have had to deal with
  5. Favorite activity/hobby outside the office: Cooking; walking and biking
  6. Dogs or Cats: Cats
  7. First job: Busser
  8. Dream travel destination: Alaskan cruise

Contact information 

  1. LinkedInLinkedIn
  2. Emaildgorman@pcgct.com

 

Be sure to follow Private Capital Group on our social media pages and tune in every other Wednesday to learn more about the Private Capital Group team. As always, we hope that you and your loved ones are staying safe and healthy.

 

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Capital Group, LLC (“PCG”), or any non-investment related content, made reference to directly or indirectly in this communication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Information contained in this communication is based on data gathered from what we believe are reliable sources. It is not guaranteed by PCG as to accuracy, does not purport to be complete, and is not intended to be used as a primary basis for investment decisions. Further, you should not assume that any discussion or information contained in this communication serves as the receipt of, or as a substitute for, personalized investment advice from PCG. To the extent discussed herein, investment indices are unmanaged and cannot be purchased directly. Historical performance results for investment indexes and/or categories are included for informational purposes only and generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. The S&P 500 is an unmanaged index of 500 widely held stocks that is generally considered representative of the US stock market. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  PCG is neither a law firm nor a certified public accounting firm and no portion of the communication should be construed as legal or accounting advice.  A copy of the PCG’s current written disclosure Brochure discussing our advisory services and fees is available upon request.
Please Note:  If you are a PCG client, please remember to contact PCG, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.  PCG shall continue to rely on the accuracy of information that you have provided.
If you do not want to receive further editions of this newsletter, please contact Private Capital Group at 860.561.1162, or e-mail: privatecapitalgroup@pcgct.com, or write to us at Private Capital Group, LLC, 29 S. Main Street, West Hartford, CT 06107.
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