Susan E. Farris

, CFA

Managing Director

Susan Farris is a senior relationship manager with more than 20 years of experience helping high net worth families achieve their wealth management goals. She works closely with families to design thoughtful investment solutions that integrate philanthropic, estate and tax planning objectives.​

Prior to joining the firm, Susan was a managing director for seven years with Windward Investment Management, a global tactical asset allocation manager investing in exchange-traded funds.​

Susan started her wealth management career with Goldman Sachs where she spent over nine years in the private wealth management division. While based in Zurich, Switzerland, she managed global private client portfolios and launched a global fixed income portfolio for international clients. Subsequently in Miami, she was the business unit manager for the Latin America and Florida private wealth businesses. Before joining Goldman Sachs, Susan was a fixed income strategist with UBS in Zurich, as well as London.​

Susan earned a Bachelor of Arts in economics, graduating magna cum laude, from Cornell University; a Master of Business Administration from the Anderson School of Management at the University of California at Los Angeles and is a CFA® charter holder.​

Additionally, she is a Past Chair for the CFA Society Boston, where she continues to be actively involved with the Society’s women’s and diversity and inclusion initiatives. Susan is also a member of the Boston Economics Club, the Boston Estate Planning Council and serves on the President’s Council of Cornell Women.