Where did Suzy Conley go to school?

Suzy Conley studied at Stanford University Graduate School of Business (MBA); Applied Compassion Training at Stanford CCARE (Certificate, Applied Compassion); Functional Medicine Coaching Academy Inc. (Health Coaching Certificate, Functional Medicine).

Suzy Conley

Investor

Senior Vice President, Private Wealth Advisor Lead at Westwood Holdings Group

Dallas

Experience

Westwood Holdings Group, Inc.Head of Wealth | Principal Advisorcurrent2024 — presentDallas, TX
Purposeful Planning InstituteMembercurrent2023 — present
Baker Tilly USDirector, Family Office2022 — 2024Dallas, Texas, United States
CIBC Private Wealth Management USManaging Director, Senior Relationship Manager2004 — 2022Dallas / Austin
Stanford UniversityAssistant Director, Principal Gifts2003 — 2004Palo Alto, California, United States
Morgan StanleyPrivate Wealth Management1998 — 2003San Francisco Bay Area
Stanford GSBStudent1996 — 1998
Goldman SachsAnalyst1993 — 1996

Skills & more

Family Wealth ManagementHigh-Net-Worth Individuals (HNWI)Fiduciary ServicesFinancial PlanningStewardshipFundraisingInvestment PortfoliosTradingInvestment Advisory ServicesFinancial AnalysisFinancial ServicesWealth Management Services

+12 more

Client DevelopmentInvestment DecisionsBusiness DevelopmentInvestment AdvisoryInvestment BankingInvestment ManagementFinancial AdvisoryWealth ManagementMicrosoft ExcelLeadershipInterpersonal SkillsAnalytical Skills

From Suzy's professional profile.

Colleagues at Westwood Holdings Group

Amber Warner-Warr

Portfolio Analyst at Claret Capital Partners

Amy Lester

Senior Vice President, Relationship Manager at Westwood Holdings Group

Jordan Cowart

Vice President, Private Wealth Advisor, CFA, CFP at Westwood Holdings Group

Julie Cooper

Associate Vice President, Tax Manager - Wealth Management, CPA at Westwood Holdings Group

Karim Lakhani

Senior Vice President, Private Wealth Advisor, CFA at Westwood Holdings Group

Karla Dominguez

Senior Vice President, Private Wealth Advisor, JD at Westwood Holdings Group

Melissa McMillian

Senior Vice President, Private Wealth Advisor at Westwood Holdings Group

Michael Yan

Director of Wealth Investments, Fixed Income Portfolio Manager at Westwood Holdings Group

Frequently asked questions

Who is Suzy Conley?: Senior Vice President, Private Wealth Advisor Lead at Westwood Holdings Group
Where does Suzy Conley work?: Suzy Conley is Senior Vice President, Private Wealth Advisor Lead at Westwood Holdings Group.
Where did Suzy Conley go to school?: Suzy Conley studied at Stanford University Graduate School of Business (MBA); Applied Compassion Training at Stanford CCARE (Certificate, Applied Compassion); Functional Medicine Coaching Academy Inc. (Health Coaching Certificate, Functional Medicine).

Same school

Also attended Stanford University Graduate School of Business1,666

Roelof BothaAdvisor & former Steward at Sequoia Capital; SpaceX board member Peter FentonGeneral Partner at Benchmark Steve JurvetsonCo-founder of Future Ventures David SzeAdvisory Partner at Greylock Katherine BoyleGeneral Partner at Andreessen Horowitz (American Dynamism)Hunter WalkCo-founder & Partner at Homebrew

+ 1,660 more

Also attended Functional Medicine Coaching Academy Inc.1

Christina BrodbeckInvestor at Rivet Ventures

Also attended Colgate University130

David FialkowGeneral Catalyst co-founder, founder-first company builder, data and digital-health investor, and documentary producer Jack PierrepontInvestor at DN Capital Kelsey BeausoleilBusiness Development Network at Redpoint Ventures Devon McDonaldInvestor at OpenView Venture Partners Stephanie ManningCOO & Head of Platform at Lerer Hippeau Laurabeth HarveyInvestor at EQT Ventures

+ 124 more

Shared employers

Also worked at Baker Tilly US8

Danielle CioccoController at Stripes Jennifer NotesPrincipal & Controller at ABS Capital Partners Ali DaubertExecutive Council at Chartwell Investments Entrepreneur & Founder Capital Andy RoehrEnergy Committee Chair at Houston Angel Network Sharon MassettiDirector of Accounting at Fontinalis Partners Angela WoodChief Financial Officer at North Sky

+ 2 more

Also worked at CIBC Private Wealth Management US1

Vicken EkmekjianInvestor at Sand Hill Angels

Also worked at Stanford University903

Ann Miura-KoCo-founding Partner at Floodgate Balaji SrinivasanAngel investor and founder of The Network School Martin CasadoGeneral Partner at Andreessen Horowitz Mike KriegerCo-founder of Instagram; Chief Product Officer at Anthropic Andy FangCo-founder & CTO of DoorDash Ryan SheaCo-founder of Blockstack (Stacks)

+ 897 more

Also worked at Stanford GSB215

Michael McBrideInvestor at GV (Google Ventures)Elliot GeidtManaging Director at Redpoint Ventures Renee ShahPartner at Redpoint Ventures Deena ShakirPartner at Lux Capital Blair ShaneInvestor at IVP (Institutional Venture Partners)Jules MaltzInvestor at IVP (Institutional Venture Partners)

+ 209 more