Susan Sofronas

As Managing Director and Head of West Coast, Susan plays a pivotal role in overseeing West Coast operations, with a focus on client relations, and organic growth of Manchester Capital’s wealth management business. She is also a member of the Executive Team. Susan brings over 30 years of experience as a valued and trusted strategic advisor for complex ultra-high-net-worth families. Prior to joining Manchester Capital Management, she held senior positions at Geller Advisors, BBR Partners, Citigroup Private Bank, and Morgan Stanley. A powerful communicator and a trusted advisor, she inspires, coaches, educates, counsels, and partners with clients and colleagues.

Susan has been recognized by both her peers and outside organizations. She was named to Financial Times’ FT 100 Women Financial Advisers list (2014), and Private Asset Management’s (PAM) 50 Most Influential Women in Private Wealth list (2016). Her insights on wealth management and women and wealth have also appeared in various financial media, including the Wall Street Journal and Worth magazine.

Susan and her husband have three wonderful children and two four-legged ones. Outside of work, Susan’s happy place is either on the tennis court or enjoying long beach walks with her husband and dogs. She also enjoys skiing, cooking, wine tasting, entertaining, and travel.

Additional Certifications: NACD.DC