Graypoint LLC
Suzanne Beczak, CFP®, currently serves as a Senior Financial Planner at Graypoint LLC since April 2024. Prior to this role, Suzanne was the Director of Financial Counseling at Connectus Wealth Advisers from October 2023 to April 2024. Suzanne's extensive experience also includes positions at Atlas Private Wealth Management, LLC, where roles spanned from Associate Director of Financial Planning to Associate Wealth Management Advisor and Financial Planning Analyst between December 2019 and October 2023. Before that, Suzanne worked at The Ayco Company, LP from June 2009 to December 2019, where positions included Manager and Associate. Academic credentials include a Bachelor of Science in Finance from Siena College and a Master of Business Administration from the University at Albany.
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Graypoint LLC
Graypoint LLC is a multi-family office, financial planning, and investment management firm for high-net-worth families and organizations. Graypoint can manage all the financial affairs for individual clients from high-net-worth to ultra-high-net-worth and provide financial advising and investment management to private foundations, nonprofit organizations, and other institutions.