Suzanne is a Client Service Associate in the High Net Worth team, a group specialized in working with clients with over $3.5 million in investment assets. She enjoys working with HNW clients and onboarding new relationships to ensure each receives a personalized, customized experience. Serving as the point of contact for many relationships, Suzanne manages disbursement of funds, coordinates the account structure and operational features, acts as a liaison to the custodian, and corresponds with external advisors. She is a vital member of the client team and provides direct support and task management to several senior wealth advisors and associates.
Prior to joining the firm in 2017, Suzanne worked at Concord Academy in several positions rising to become the Assistant to the Head of School before she joined a single family office where she provided all administrative support and management, including bookkeeping, maintaining records and calendars, and managing all aspects of events and projects.
Suzanne began her career in financial services in Boston at Pioneer Investments and Nvest Companies, L.P. in account management roles. She then transitioned to Director of Investor Relations for a publicly traded resort conglomerate and held client relationship management roles in technology research. Suzanne earned her Bachelor of Science in Economics from the University of New Hampshire.
She lives in Concord, MA, with her husband and two kids. In her free time, Suzanne enjoys skiing, mountain biking, and spending time in Vermont.