As a Managing Director and Wealth Manager, Susan provides wealth management and investment advisory services to individuals, families, endowments, and mission driven organizations. Susan strives to be a thought partner to help our clients achieve their goals. Susan and her team offer personalized attention and custom solutions to clients at every stage of their financial journey.

Susan’s experience includes Senior Vice President at Cambridge Trust Company in their Wealth Management division and Chief Planning Officer at Wellesley Investment Partners. She has also held roles at Boston Private Wealth, LLC, as a Managing Director, and at Sapers & Wallack, as a Managing Director. As an entrepreneur, Susan created two companies, including a company she sold to a NYSE-traded company and a successful consultancy firm. Susan also built an advocacy organization that was incorporated into a large not-for-profit.

Susan has designations as a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Advisor in Philanthropy (CAP®) and Accredited Estate Planner® (AEP®). She earned dual master’s degrees in Management and Educational Counseling from Cambridge College following undergraduate work at Wellesley College and Bar Ilan University.

Industry Accreditations & Affiliations

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Chartered Advisor in Philanthropy (CAP®)

Accredited Estate Planner® (AEP®)