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Susan Moffat

President, Curated Wealth Partners

Professional Background

Susan Moffat is a distinguished professional in the finance and wealth management sector, boasting over two decades of incredible experience across various prestigious institutions. As the current President of Curated Wealth Partners, Susan leads a dedicated team that crafts personalized financial strategies for clients, helping them achieve their financial aspirations with expert precision and care. Her role as President reflects her commitment to excellence and innovation in financial services, showcasing her adept skills in managing both clients' wealth and the growth of her organization.

Before her tenure at Curated Wealth Partners, Susan co-founded and served as an Advisor at NextStep Fitness, where her entrepreneurial spirit shone brightly. Her ability to blend financial acumen with a passion for health and wellness demonstrates her versatile skill set and her dedication to creating holistic solutions for her clients.

Susan's extensive experience includes high-profile roles at leading financial institutions. She served as the Director of Wealth Management at Deutsche Bank, where she played a pivotal role in developing financial strategies that catered to high net-worth individuals, helping them navigate complex investment landscapes. At J.P. Morgan, both in their Private Bank and Investment Bank divisions, she honed her ability to analyze financial markets and provide customized investment solutions tailored specifically for her clients' needs. Furthermore, her background in Loan Capital Markets at Lehman Brothers equipped her with valuable insights into the intricacies of capital markets and lending processes, which she leverages in her current position.

Education and Achievements

Susan earned her Bachelor of Science (BS) degree in Accounting from Wagner College. This strong educational foundation not only equipped her with essential accounting and financial skills but also instilled in her the importance of integrity and ethical standards in financial management.

Throughout her career, Susan has made significant contributions to the organizations she has been a part of, consistently recognized for her strategic vision and leadership qualities. Her career trajectory reflects her commitment to lifelong learning and professional development in the ever-evolving finance sector.

Achievements

Susan Moffat's professional journey is marked by a series of notable achievements, each highlighting her impact on the wealth management industry. As President of Curated Wealth Partners, she has successfully fostered an environment of trust and transparency, leading to an impressive portfolio of satisfied clients. Her innovative approach to personalized wealth management has set a precedent for others in the industry, making it a benchmark for financial service excellence.

As a co-founder of NextStep Fitness, she demonstrated her leadership capabilities and entrepreneurial spirit, contributing to the growing intersection of health and wellness with financial planning. These initiatives showcase her ability to think outside the box and her adaptability in various sectors.

From her foundational roles at Deutsche Bank, J.P. Morgan, and Lehman Brothers, Susan has played instrumental roles in enhancing the services offered, proving her expertise in maximizing financial outcomes for clients. Her deep understanding of financial markets and wealth management positions makes her a sought-after leader and advisor among her peers and clients alike.

In summary, Susan Moffat's career serves as an inspiring example of leadership in the financial sector. Her unwavering dedication, extensive experience, and innovative thinking have solidified her status as a highly regarded figure in wealth management, and she continues to set benchmarks for others in the industry.

Highlights

A paralyzed former Georgetown football star just rode his wheelchair from L.A. to D.C. - The Washington Post
A paralyzed former Georgetown football star just rode his wheelchair from L.A. to D.C. - The Washington Post
A paralyzed former Georgetown football star just rode his wheelchair from L.A. to D.C. - The Washing

Related Questions

How did Susan Moffat transition from investment banking to wealth management?
What strategies has Susan Moffat implemented at Curated Wealth Partners to ensure client satisfaction?
In what ways did Susan Moffat's education at Wagner College prepare her for a successful career in finance?
What insights from her time at Deutsche Bank and J.P. Morgan does Susan Moffat apply to her current role?
How has Susan Moffat's co-founding experience at NextStep Fitness shaped her approach to financial planning and client care?
Susan Moffat
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Location

Los Angeles, California, United States