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Susan Hirshman – Financial Breakout Session Leader She Did It/New York

Financial Advice for Boomer Women by Susan Hirshman

Managing Director/Senior Advisor – Fieldpoint Private

Ms. Hirshman believes it takes a rare combination of skills to adequately support the complex needs of wealthy clients and families. Accordingly, as a Certified Financial Analyst, Certified Financial Planner®, CPA, Certified Divorce Financial Analyst™, an MBA with a concentration in taxation, and  a successful author on the financial needs of women, she brings a rare combination of credentials to Fieldpoint Private.

Prior to joining Fieldpoint Private, she was president of the consulting firm SHE Ltd., focused on enhancing the financial literacy of women globally, and on helping financial advisors and their clients work more effectively together. In 2010, she authored the book, Does this Make My Assets Look Fat? – A women’s guide to finding financial empowerment and success (St. Martins Press). She has been a frequent speaker at wealth management conferences throughout the country, and her insights have appeared in such venues as The Wall Street Journal, NY Times, Forbes, CNN, CNBC, FOX and ABC.

Prior to forming SHE Ltd., Ms. Hirshman was a Managing Director-Wealth Advisor with JP Morgan Private Wealth Management, working with high net worth clients across the full scope of their financial pictures. She also served as a Wealth Strategist in the Funds Management group within JP Morgan. Ms. Hirshman came to JP Morgan from KPMG where, as an experienced financial advisor and CPA, she counseled corporate executives, families and business owners on their tax and personal financial planning issues. She began her financial advisory career with American Express Financial Advisors (now Ameriprise).

Ms. Hirshman lives in Manhattan and serves on the board of the College of Financial Planning, which governs the CFP® professional designation, and Women In Need.

shirshman@fieldpointprivate.com
Office  212.365.7656
Fax      646.532.6556

 

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