Susan H. Curry
Chief Operating Officer and Senior Vice President

Ms. Curry started her career in the Private Investors department at Wertheim & Co. in 1981, moving in the next year to Individual Capital Management as a portfolio assistant. She 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. She became a Vice President of Wertheim Schroder & Co. in 1987 and a Senior Vice President of Klingenstein, Fields & Co. in 1993. Ms. Curry graduated from the State University of New York at Oneonta with a B.A. in Business Economics and Literature.