Speaker
Susan Hirshman, CFP, CPA, ChLU, CFA
| Susan Hirshman has been an employee of JPMorgan since 1999, she is responsible for developing strategies to provide wealth solutions to the affluent market, and primarily focused on the firm's intermediary client base, which includes financial advisors, broker/dealers and insurance companies. Susan began her career as a CPA specializing in taxation of high net worth individuals. Prior to joining the firm, she was a senior manager at KPMG LLP specializing in personal financial planning and investment consulting for high net worth individuals, corporate executives, foundations, endowments, defined benefit and defined contribution plans. Susan holds an M.B.A. from Baruch College in New York City, and is a Certified Public Accountant, Certified Financial Planner, Chartered Life Underwriter and a is a CFA charterholder. |
