Susan Hartley-Moss Location
New York, NY, US
Susan Hartley-Moss Work
- 2020 - now Partner @ Cerity Partners
- 2017 - 2020 Senior Vice President, Senior Wealth and Fiduciary Advisor @ EMM Wealth
- 2008 - 2017 National Director of Fiduciary, Family Office @ BNY Mellon Wealth Management
- 2007 - 2008 Private Trust Company (PTC) @ Private New York Family Office
- 2005 - 2007 Managing Director, Head UHNW Trust and Estates @ Deutsche Bank
- 1996 - 2005 Senior Vice President - Chief Fiduciary Officer @ U.S. Trust
- 2000 - 2003 Senior Vice President, Chief of Staff WM @ U.S. Trust
- 1996 - 2000 Senior Vice President, VP and Fiduciary Specialist @ U.S. Trust
- 1984 - 1997 Senior Trust Officer and Manager @ SunTrust Investment Services, Inc.
- 1993 - 1997 President @ May Mitchell Royal Foundation
Susan Hartley-Moss Education
- Nova Southeastern University Shepard Broad College of Law
Doctor of Law - JD (Law)
1989 - 1991 - Barry University
BA in Finance (Accounting and Finance)
1986 - 1988 - Alma College
Bachelor’s Degree (Pre-Law / Music)
1984 - 1986
Susan Hartley-Moss Skills
- Estate Planning
- Financial Advisory
- Ptc
- Fiduciary
- Banking
- Financial Planners
- Public Speaking
- Estate Tax Planning
- Insurance
- Financial Planning
Susan Hartley-Moss Summary
Susan Hartley-Moss, based in New York, NY, US, is currently a Partner at Cerity Partners. Susan Hartley-Moss brings experience from previous roles at EMM Wealth, BNY Mellon Wealth Management, Private New York Family Office and Deutsche Bank. Susan Hartley-Moss holds a 1989 - 1991 Doctor of Law - JD in Law @ Nova Southeastern University Shepard Broad College of Law. With a robust skill set that includes Estate Planning, Financial Advisory, Ptc, Fiduciary, Banking and more. Susan Hartley-Moss has 4 emails on RocketReach.
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