Susan H. Curry

Susan H. Curry Email and Phone Number

Chief Operating Officer at Klingenstein Fields Advisors @ Klingenstein Fields Advisors
125 Park Avenue,
Susan H. Curry's Location
New York City Metropolitan Area, United States
Susan H. Curry's Contact Details

Susan H. Curry work email

Susan H. Curry personal email

n/a

Susan H. Curry phone numbers

About Susan H. Curry

I have spent most of my career at Klingenstein Fields Wealth Advisors or its predecessors. I started in the Private Investors department at Wertheim & Co. and grew with the company to where it is today. At Klingenstein Fields Wealth Advisors, I work with individuals and families to help them achieve their legacy, philanthropic, and financial goals through a long-term relationship approach and highly personalized service. A high level of service is what sets us apart from other advisors. I know our clients and their families very well and they appreciate the care and concern that I have for their well-being. Seeing our clients fulfill their goals and build their legacy is very satisfying and it’s why I enjoy what I do.

Susan H. Curry's Current Company Details
Klingenstein Fields Advisors

Klingenstein Fields Advisors

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Chief Operating Officer at Klingenstein Fields Advisors
125 Park Avenue,
Website:
klingenstein.com
Employees:
43
Susan H. Curry Work Experience Details
  • Klingenstein Fields Advisors
    Chief Operating Officer, Partner
    Klingenstein Fields Advisors Mar 1981 - Present
    In current role as Chief Operating Officer, oversees all client services and account administration.Started career in the Private Investors department at Wertheim & Co., moving in the next year to Individual Capital Management as a portfolio assistant. Worked closely with the firm’s investment clients, reporting on the progress of their portfolios, making suggestions on their personal financial plans, and ensuring the accuracy of the custodial and reporting functions. Became a Vice President of Wertheim Schroder & Co. and then a Senior Vice President of Klingenstein, Fields & Co.
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Susan H. Curry Education Details

Frequently Asked Questions about Susan H. Curry

What company does Susan H. Curry work for?

Susan H. Curry works for Klingenstein Fields Advisors

What is Susan H. Curry's role at the current company?

Susan H. Curry's current role is Chief Operating Officer at Klingenstein Fields Advisors.

What is Susan H. Curry's email address?

Susan H. Curry's email address is cu****@****ein.com

What is Susan H. Curry's direct phone number?

Susan H. Curry's direct phone number is (212)-492*****

What schools did Susan H. Curry attend?

Susan H. Curry attended Suny Oneonta.

Who are Susan H. Curry's colleagues?

Susan H. Curry's colleagues are Stephen Denery, Ian Maccallum, Albert Bellas, Brian Mcgovern, Michael Santamaria, Jonathan Roberts, Cfa, Cic, Stephen Brent Wells.

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