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Susan Moffitt
Co-founder and president of Curated Wealth Partners, a multi-family office and investment advisor. Expert in private wealth management and navigating career paths in finance.
Best podcasts with Susan Moffitt
Ranked by the Snipd community
Mar 22, 2025
• 1h 31min
149. Private Wealth Management 102: RIAs vs. PWM in House at a Big Bank ("Wirehouse") feat. Susan Moffat
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Susan Moffitt, co-founder and president of Curated Wealth Partners, dives into the fascinating world of wealth management. She discusses the stark contrasts between wirehouses and independent RIAs, offering insights into the multifamily office model. Moffitt shares her journey through finance, revealing tips for navigating career changes and the importance of personalized service for ultra-high-net-worth clients. Tune in for her thoughts on the evolving landscape of wealth management and the essential skills needed for success in this competitive field.
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