Susan
Kuzma
Vice
President
Relationship
Manager
- B.A.,
University of San Francisco
- American
Bankers Association National
Graduate Trust School
- New
England School of Banking
- Trust Program
As Vice President and Administration
Manager of Wealth Management & Advisory
Services, Sue's responsibilities
include advising clients and
assisting their advisors on complex
estate strategies as well as
the coordination of investment
planning for individuals and
families, personal trusts, charities
and estates. She is also a Team
Leader in the group, managing
the team of administration professionals
responsible for over 1300 client
relationships.
Sue previously
was Senior Trust
Administrator at
Ropes & Gray,
LLP, a 500 member
law firm in Boston,
MA. She was responsible
for over 260 trust
clients comprising
16 family relationships
with emphasis on
the administration
of financial planning,
asset management
and personal trust
and estate planning.
As senior contact,
she was responsible
for the group's highest
net worth family
relationship valued
at over 100 million
dollars.
Her professional
background also includes
senior administration
responsibility at
State Street Global
Advisors in San Francisco
and Boston where
she coordinated the
administration and
investment allocation
of over 450 trust
accounts with assets
exceeding $150 million.
Sue
has participated as
a guest speaker providing
estate-planning expertise
for non-profit organizations
and the solicitation
advice of major gift
donations.
