Home : MARKETS :High Net Worth Individuals : Professionals

Susan W. Sofronas

Susan has twenty five years of investment experience advising families on all
aspects of their wealth management including investments, cash
management, and wealth transfer strategies. Areas of expertise include
developing, advising,implementing and managing client's investment
portfolios across all asset classes including hedge funds, private equity and
real estate.

Susan's responsibilities at Geller & Company include the development of both
short and long term strategic planning for Family Office Services, LLC and
she also serves on the firm's Investment Committee. Throughout her career
Susan has been instrumental in developing financial solutions for her clients
and helping them achieve their financial goals. She has lectured on the topic
of asset allocation and optimization to the Institute of Private Investors (IPI) at
The Wharton School. Earlier in her career, Susan lived in London, where she
served a large international client base as a management consultant.

Susan graduated from Babson College and received a Bachelor of Science
degree with a concentration in finance and investments. Prior to joining Geller
she advised high net worth individuals at BBR Partners, Citigroup's Private
Bank, Morgan Stanley, and Sanford Bernstein.

Susan can be contacted at ssofronas@gellerco.com or (646) 415-6703.