Kay B. Donnellan, CIMA®
The Trust Company of Sterne Agee, Inc.
A private trust company affiliated with one of the South’s premier investment firms. Offering clients all the advantages of a full service firm, yet retaining the flexibility and personal attention rarely found today in the big firms.
Profile: Kay B. Donnellan
Title: Senior Vice President and Director of Personal Trust
Company: The Trust Company of Sterne Agee, Inc.
Address: 800 Shades Creek Parkway
Suite 125
Birmingham, AL 35209
Phone: 205-414-3326
Fax: 205-414-3365
E-mail: kdonnellan@sterneagee.com
Website: www.sterneagee.com
Favorite Quote: “Never, never, never, never give up.” Winston Churchill
Mission: At Sterne Agee, our mission is to build wealth for our clients.
Job description: I am responsible for a wide spectrum of trust accounts and estates. My position further includes consultation with charitable organizations and work with numerous foundations and endowments. I am also involved in marketing efforts to create an awareness of the expertise at The Trust Company and recruit new business.
Length of service: I am in my tenth year with the Personal Trust Department at Sterne Agee. I have worked in trusts and estates since 1981.
Accreditations: CIMA®, Obtained Certified Investment Management Analyst designation from IMCA at The Wharton School in 2009.
Education: Purdue University B.S. with highest distinction
Family: I have been married to my husband, Bruce, for 32 years. We have two children: son – William Bruce Donnellan, MD, UAB and daughter – Sarah Kennedy Donnellan, RN, Duke University Hospital.
Personal Business Philosophy: Be accountable. Expect the best from yourself and your peers. If you weave high standards and values into everyday practices, most everything else will fall into place.
Advice to women in business: I would advise women to be informed and always continue to learn. I also believe it is important to respect yourself and create a mutual respect with others.
Best advice ever received: “A Choice is Always Yours.” It can be one of your greatest resources. You can’t determine what happens to you circumstantially, but you can determine how you will respond. From commencement address by John Claypool at Wake Forest University.
Strongest inspiration: My father has been a life long inspiration to me. He led an exemplary life. He had many admirable characteristics including a strong work ethic, even temper, kind manner and comfort with being himself.
Primary volunteer and community involvement: I have combined my career with community service taking an active role in various organizations, including the Junior League of Birmingham, St. Luke’s Church, United Way, and the YWCA. I am a member of Professional Advisory Boards for St. Vincent’s Foundation, Community Foundation of Greater Birmingham, and UAB as well as Alabama Planned Giving Council (Past President) and the Estate Planning Council.
Favorite place or way to relax: Walking, Gardening, Tennis
Favorite restaurant: Canyon Grill, Lookout Mountain, GA
