Curated Wealth Partners
Susan Moffat has a diverse work experience spanning various roles in finance and wealth management. Susan currently serves as the President of Curated Wealth Partners since September 2018. Prior to this, they co-founded and advised NextStep Fitness from December 2006. Susan also worked as a Director in Wealth Management at Deutsche Bank from December 2014 to June 2018. Before that, they were a part of The Private Bank division at J.P. Morgan from October 2009 to October 2014. Susan began their career in finance at Lehman Brothers in 2002 and subsequently joined the Investment Bank division at J.P. Morgan in 1998.
Susan Moffat attended Wagner College from 1994 to 1998, where they obtained a Bachelor of Science degree with a major in Accounting.
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Curated Wealth Partners
Curated Wealth Partners is a multi-family office delivering financial advice and well-being to a select group of families. With the backing of some of the most sophisticated financial professionals in the industry, they launched Curated Wealth because their clients deserve a better, more integrated experience.It was founded in 2018 and is basedin El Segundo, California.