Susan provides personal financial reporting support to our Multi-Family Office clients. She provides assistance to clients requiring personal financial services such as bill paying, monitoring of both traditional and non-traditional assets, bank statement reconciliation, family charitable foundation transactions, tax coordination and processing monthly financial reports. These services are catered to meet each client’s unique family wealth needs.
Susan earned her Bachelor of Science in Business Administration with a concentration in Accounting from the State University of New York at Buffalo in December 1988. She passed the Certified Public Accountancy exam in 1991 in New York State. Her professional background includes both public accounting and private sector experiences. Susan’s professional accounting background allows her to serve clients with high degrees of accuracy, integrity and timeliness.