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Partner
Midtown
Client Advisory
Susan is a Partner in the New York City office with more than thirty years of experience serving as a senior director in trust, wealth management and family office advisory firms, and as a personal fiduciary advisor to individuals and families. She helps large families and family offices evaluate and establish Private Trust Companies (PTCs) and develops family office governance and operating structures, including fiduciary policies and procedures. Susan is the Chair of the firm’s Trust Committee.
Prior to joining Cerity Partners, Susan was the Director of Fiduciary and Senior Wealth Advisor at EMM Wealth. Prior to joining EMM Wealth, Susan served as the National Director of Fiduciary for the Family Office group of BNY Mellon where she provided fiduciary, wealth, and estate planning services to the firm’s largest and most complex clients. Additionally, she has held key fiduciary roles at Deutsche Bank, U.S. Trust, and SunTrust Bank.
Q:
How would you describe your best day doing what you do?
My best day would be finding a resolution to a myriad of client issues that could range from selling a piece of art, to facilitating dialogue between family members on a contentious estate planning issue, to developing a legal strategy for modernizing an antiquated trust structure, to inviting the youngest member of my client's family to the office for their first family foundation meeting.
What do you do in your personal life that helps you help your clients?
I work with children and adults with learning disabilities and various learning styles. I am also an artist and musician. I have found that having these talents makes me better equipped for the range of clients and issues that may arise in navigating successful family communications.
What should your clients know the most about you?
That I have a high EQ. I'm not only someone with credentials and experience, but have a specialized skill set in family dynamics and conflict resolution. Empathy, judgment, and integrity cannot be taught. This becomes invaluable as client relationships develop.
Who inspired you to pursue your career in financial management? How?
My father, Richard Hartley, who was a Trust & Estate attorney and CPA. When people ask me how long I've been doing this work, they are often shocked at my answer, which is "I was apprenticed as a young child by my father in this field. I've been going to client meetings since I was 6 years old." My father was a true consigliere. The example he set for me and the exposure I had has made me the professional that I am today.
Why is your specialty important, especially today?
Trust and Estate planning, management, and administration are critically important today because of the intergenerational wealth transfer ["the Great Wealth Transfer"] estimated in the next 20 years of $30 to $68 million. The Great Wealth Transfer is far more complex than today's dominant storyline reads. It's important to find someone experienced in balancing wealth transfer strategies that save enormous taxes, with workable structures and family dynamics together with a choice of trustees.
Susan Hartley-Moss
Behavioral Finance
Collections, whether fine artwork, rare automobiles, historical relics, or anything else, may be one of the most valuable assets in a client’s estate.
Estate Planning
Today’s economic climate is a “wake up” call for anyone involved with the management and operation of a trust. Now is the time to re-evaluate your clients’ trust structures and investments to make sure they don’t have the same experience.
Financial Planning
Many foundations have family members serve on their board, however sometimes foundations have trouble deciding whether or how much to pay those family members. Careful consideration must be taken when deciding these factors.
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Aimee M. Adler, CFP®
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Chris Akamine, CFP®
Mark Andersen
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Chris Carter, CPA
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Eric Chang, CFA
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Dr. Indu Chhachhi
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Tina Freeman
Richard B. Freeman, CFP®
Shadrack Frempong
Phillip French
Virginia Frisch
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Alison J. Gamble
Sam Garcia, CFP®
John Garris
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James P. Gauthier, CFA
Jonah Gelhaus
Courtney Gentry
Stephanie Gervacio
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Steven J. Giacona, CPA
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Thomas Giddings
David Gifford
Garrett Gillett
Jeffrey Glassman
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Caroline Good
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Dajion Grant
Kim Graven
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Shelia Gray
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Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
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Ashley J. Guerra
JG Guidera
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Ben Hardin, CFP®
Adam C. Hardy, CFP®
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Kayleigh Harris
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Matt Hay
Gregory G. Heard
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Caroline Hirt
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Ben Hout
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Connor Hufer
Karen D. Hunley
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James Izard II, CFP®
Jack H. Scaff III
Frederick A. Allner, III
Henry “Sandy” Harris III, CFA
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Chris Jameson, CRPC®
Shannon Jenkins, CEPA®, CFP®, CPA
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Alex Jimenez
Kathryn Jodon
Peter A. Johnson
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Joshua Johnson
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Anne Johnston, CFP®
Nicole Joko
Thomas (TJ) F. Jones
Thomas S. Jones
Austin Jones, CFP®
André De Jong, FPQP
Wesley Jorette
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Alexey Kassabov, CPA
Carl Kaufman
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Mikel S. Keifer, CFA
Raymond Keith, CPFA
Kathryn Kennedy, CFP®, CPA, JD
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Dustin Kindervater
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Scott Kisselbaugh, CPA
Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
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Jeffrey Knight
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Allen Kozel, CFP®
Steven L. Kramer, CFP®
Kati Krause
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Kyle Kursim, CFP®
Eunmi Kwon, CPA, CFP®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
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Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
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Cameron Lehrmann, CPA
Yola Lerch
Boone Lewis
Edward Liberman
Andy Lin
Austin Little, CFP®
Robin Littlejohn
Ray Llewellyn, CFA, CFP®
Philip Logsdon
Marsha K. Logsdon
Richard Long, CFA
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Andy Machenheimer
Jory Makin
Steve Malbasa
Julia Malin, CFP®
Jacqualyn Malloy
Kelly Mangum
Lindsay Marcus
Jessica Marshall, FPQP
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Susan Matlow, JD, CFP®
Tricia Mattingly
Brian Mattingly, CFA
Joseph Matus, CFA
Demi Maya
Vince Mazzone, JD, EA
Ray McCarthy, CPA
Michael McCarville, JD
Alex McClure
Doug McCrea
Chuck McCurdy, CFA
Morgan McDowell
Paul McGloin
Matt McGrew, JD
Patrick McGuire, CPA
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Ruby Mendoza
Patricia Mercer
Donna Metrou
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Karl O. Mills, CFA
Eric Minnick
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Olive W. Mitchell, CFP®
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Christine Monyak
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Darin A. Morgan, CFA, CFP®
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Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
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Douglas Nardi, CFA
Matt Nardi
Tabitha Negron
Brad Nenni
Alan Ness, CFP®, AIF®
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Lesa Newell
Steve Nielander, CFA
Eda Niño
Chase Norcini, CFA
Joshua Norman, JD
Reed Nothwang, CFP®
Savanna Nunn
Jenna O’Brien
JoAnne O’Connell
Emily O’Connor
Resmena O’Meally, CPA
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Robert C. Smith
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Eric Towell, CFP®
William Tricarico
Jim Trujillo, CFP®
Brian Tu
Leslie Tudor
Christopher Turso, CFP®
Brandon Tutak
Tinetta Tutt
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Tara D. Vagnone, CFP®
Karina Valles
Myles VanderWeele, CFP®
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Tania Vasquez
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Andrew Verdeyen, CFP®
Peter L. Viehl, CFA
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Carol Vowels
Linda Wagner
Mike Waldridge, ChFC®
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Dawn Walters
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Jacob Ward, CFP®, CPA
Jason Waters, CFP®
Matt Watkins, CPWA®
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