As a Managing Director and Wealth Manager, Susan works with individuals and families to develop and execute wealth planning and investment strategies. She serves as a Trustee on several client trusts and is a member of the firm’s Corporate Trustee subsidiary, Boston Fiduciary Services, LLC

Susan’s experience includes Senior Vice President, Analyst, and Portfolio Manager at Woodstock Corporation, and held roles at Boston Safe Deposit and Trust Company.

Susan is a graduate of Denison University with a Bachelor of Arts degree in Economics.

Industry Accreditations & Affiliations

Boston Estate Planning Council

Charitable & Community Involvement

HomeStart, Inc. – Board Member