Susan Stevens is Client Service Manager at the firm. In her role, she leads the team that provides our clients and client teams with support for account servicing and asset movement and maintains our preferred custodial relationships.
Susan has worn many hats at Ballentine Partners since joining the firm in 2005. She started as an Administrative Assistant, became the Office Manager, then took on the challenging role of Wealth Planning Associate, and joined the new Operations Group as a Client Service Associate. Prior to joining the firm in 2005, Susan worked for Willis of New Hampshire as a Regional Human Resource Manager.
Susan is a motorcycle enthusiast, enjoys working with animals, photography, gardening and spending time with her family.