Suzy Conley

Suzy Conley

Director

+1 (972) 748 0372

Suzy Conley is a director with Baker Tilly’s private wealth practice family office team.

As the family office director, Suzy is responsible for managing ultra-high net worth client relationships, which includes supporting and managing multi-disciplinary teams and projects to serve the client’s needs around family office services. This includes tax, accounting, investments, financial planning and estate planning, as well as innovative strategic services such as governance, fiduciary support, risk management, financial education and philanthropy. Suzy acts as an advocate for clients and manages all aspects of the client relationship to ensure collaborative, cohesive advice for each generation of the client family.

Suzy has more than 25 years of experience working closely with ultra-high-net-worth families, foundations and endowments to design and implement thoughtful wealth management and investment solutions.

  • Client relationship cultivation and retention
  • Collaboration with internal partners and external professional advisors in identifying client needs and goals and developing advice-driven solutions for clients
  • Lead in-depth discussions with clients on asset allocation, risk, investment performance, economic and financial market trends
  • Certificate in Applied Compassion, Stanford University CCARE
  • Functional Medicine Certified Health Coach, Functional Medicine Coaching Academy Inc.

Location

Dallas – Plano, TX

Education

Master of Business Administration

Stanford University Graduate School of Business

Bachelor of Arts in political science and economics (cum laude)

Colgate University (Hamilton, NY)