Soosan Philip

Client Service Associate
Direct: (781) 907-7385

Soosan is a Client Service Associate on the High Net Worth team, a group specialized in working with clients with over $3.5 million in investment assets. Before joining the firm, Soosan worked as a Client Services and Operations Manager at Scott Advisory Group, where she was also the Assistant to the OSJ, handling compliance for the Branch, and Executive Assistant to the Advisor Co-founders.

Soosan previously had several years of International Sales and Marketing experience in the Middle East. She has a bachelor’s degree in Electrical and Electronics Engineering from India and an MBA in Finance from Oakland University in Michigan. She is a member of Beta Gamma Sigma.

She currently lives in Framingham, MA, with her husband and two daughters. She is a mentor for the Kids and Teens ministry at her church, where she trains teens in debate and public speaking, and organizes community events. She is actively involved in fundraising at her daughter’s school. In her downtime, Soosan enjoys cooking Indian fusion food and designing ethnic wear.

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