Aep® Susan Black Cfp®, Cap®

Susan Black, AEP®, CFP®, CAP® has a diverse work experience in the wealth management and investment advisory industry. Susan is currently serving as a Managing Director at Boston Financial Management, LLC, where they offer thought partnership to their clients in achieving their financial goals. Prior to this, Susan held the position of Senior Vice President - Private Banking • Wealth Management at Cambridge Trust Company. Susan also served as the Chief Planning Officer at Wellesely Investment Partners, which later merged with Cambridge Trust Company. Susan has also worked as a Managing Director at Boston Private Wealth LLC and Sapers & Wallack. Susan gained valuable experience as a Relationship Manager at Credit Suisse and a Financial Advisor at UBS Wealth Management. Early in their career, Susan worked as a Principal at SMP and as a Vice President at HALO Branded Solutions.

Susan Black's education history includes a Certificate in Exec Ed. from Harvard Business School, with a focus on Marketing and SPNM. Susan also holds a Master's degree in Education (M.Ed.) from Cambridge College, specializing in Counseling and Management. Furthermore, they attended Bar-Ilan University and Wellesley College, although no specific degree or field of study information is provided for these institutions. Additionally, Susan Black has obtained the CFP® certification from the CFP Board, although the specific month and year of obtaining this certification are not mentioned.