Managing Director @ Geller Advisors LLC (November 2010 - February 2023)
Director of Portfolio and Wealth Advisory @ (January 2005 - January 2010)
Senior Investment Specialist @ Citigroup Private Bank (January 2000 - January 2005)
Senior Investment Consultant @ (January 1993 - January 2000)
Susan Sofronas Education
Babson College
Bachelor of Science - BS (Finance and Investments)
Susan Sofronas Skills
Alternative Investments
Asset Allocation
Business Development
Family Wealth Management
Financial Advisory
Financial Services
Hedge Funds
Investment Management
Investment Strategies
Investments
Mutual Funds
Portfolio Management
Relationship Building
Wealth Management
Wealth Management Services
Women's Issues
Women's Leadership
portfolio construction
Susan Sofronas Summary
Susan Sofronas, based in Santa Barbara, CA, US, is currently a Managing Director, Partner at Manchester Capital Management LLC. Susan Sofronas brings experience from previous roles at Element Solutions Inc, Financially Empowered, Geller Advisors LLC and BBR Partners. Susan Sofronas holds a Bachelor of Science - BS in Finance and Investments @ Babson College. With a robust skill set that includes Alternative Investments, Asset Allocation, Business Development, Family Wealth Management, Financial Advisory and more. Susan Sofronas has 1 emails and 1 mobile phone numbers on RocketReach.
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