Susan Hartley-Moss
Partner at Cerity Partners | New York, New York, United States
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Susan Hartley-Moss is a distinguished Partner at Cerity Partners, where she has been instrumental in shaping the firm's approach to wealth management since the merger with EMM Wealth on December 31, 2019. With over a decade of experience in the financial services industry, Susan brings a wealth of expertise in serving high net worth individuals and families. Her background as a Senior Vice President and Senior Wealth & Fiduciary Advisor at EMM Wealth has equipped her with a deep understanding of fiduciary responsibilities, investment management, and estate tax planning, allowing her to provide tailored solutions that meet the unique needs of her clients.
At Cerity Partners, Susan leads key projects focused on enhancing wealth management services and developing innovative strategies for private banking and trust services. Her role involves collaborating with a team of financial planners to deliver comprehensive financial solutions that encompass insurance, private trust companies (PTC), and holistic wealth management. Susan's commitment to excellence is evident in her ability to navigate complex financial landscapes, ensuring that her clients receive the highest level of service and guidance.
Her previous experience as Managing Director of Trust and Fiduciary Services at Wealthaven LLC further solidified her expertise in fiduciary management, where she honed her skills in overseeing trust administration and developing client-centric wealth strategies. Susan's extensive knowledge and dedication to her clients make her a valuable asset to Cerity Partners, where she continues to drive growth and innovation in the wealth management sector.
Partner at Cerity Partners in January 2020 to Present
Senior Vice President, Senior Wealth & Fiduciary Advisor at EMM Wealth in January 2017 to January 2020
National Director of Fiduciary, Family Office at BNY Mellon Wealth Management in June 2008 to January 2017
President at May Mitchell Royal Foundation in January 1991 to May 2010
Private Trust Company (PTC) at Private New York Family Office in September 2007 to September 2008
Managing Director, Head UHNW Trust and Estates at Deutsche Bank in January 2005 to January 2007
Senior Vice President - Chief Fiduciary Officer at U.S. Trust in January 1996 to January 2005
Senior Vice President, Chief of Staff WM at U.S. Trust in January 2000 to January 2003
Senior Vice President, VP & Fiduciary Specialist at U.S. Trust in January 1996 to January 2000
Senior Trust Officer and Manager at SunTrust Investment Services, Inc. in August 1984 to August 1997
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Trust Services
Wealth Management
High Net Worth Individuals
Wealth
Trusts
Fiduciary
Trust Management
Wealth Management Services
Investment Management
PTC - Private Trust Companies
Family Governance
Family Office
Estate Planning
Finance
Insurance
Private Banking
Portfolio Management
Tax
Financial Risk
Investment Advisory
Financial Advisory
Estate Tax Planning
Financial Planners
Financial Planning
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Discover more about Cerity PartnersWhat is Susan Hartley-Moss email address?
Email Susan Hartley-Moss at [email protected]. This email is the most updated Susan Hartley-Moss email found in 2026.
What is Susan Hartley-Moss phone number?
Susan Hartley-Moss phone number is +19176122756 and +13473067935.
How to contact Susan Hartley-Moss?
To contact Susan Hartley-Moss send an email to [email protected]. If you want to call Susan Hartley-Moss try calling on +19176122756 and +13473067935. (updated on October 29, 2024)
What company does Susan Hartley-Moss work for?
Susan Hartley-Moss works for Cerity Partners
What is Susan Hartley-Moss's role at Cerity Partners?
Susan Hartley-Moss is Partner
What industry does Susan Hartley-Moss work in?
Susan Hartley-Moss works in the Financial Services industry.
Susan Hartley-Moss Email Addresses
Susan Hartley-Moss Phone Numbers
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