As Managing Director and Portfolio Manager, Susan is involved in the strategic direction of the firm and works with individuals and families to develop and execute wealth planning and investment strategies. She serves as a trustee on a number of client trusts and is a member of the firm’s Boston Fiduciary Services, LLC.
Prior to joining Boston Financial Management in 2003, Susan was Senior Vice President, Analyst and Portfolio Manager at the Woodstock Corporation and also Boston Safe Deposit and Trust Company.
Susan is a graduate of Denison University with a B.A. in Economics.
Industry Accreditation & Affiliations
Boston Estate Planning Council
Charitable and Community Involvement
University of Miami – Parent Council