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Suzy Conley

Investor

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

Dallas

Find your path to Suzy

1,200 people in our graph share verified history with Suzy — schools, employers, funds. One of them is your warm intro.

Paul KwanunlockedSuzy: together at Stanford University (2003–2004)
×7Suzy: together at Morgan Stanley
×4Suzy: together at Colgate University

About

Suzy Conley is Head of Wealth and Principal Advisor at Westwood Holdings Group, Inc., where she leads the development of a trust company and RIA of approximately $4 billion toward a multi-family office model. She has more than 25 years of experience working with ultra-high-net-worth families, family offices, foundations, and endowments on wealth management and investment solutions that incorporate tax, estate, philanthropic, and legacy planning. Conley has completed training in Applied Compassion and Functional Medicine Coaching and is a member of the Purposeful Planning Institute.

Experience

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

Skills & more

Family Wealth ManagementHigh-Net-Worth Individuals (HNWI)Fiduciary ServicesFinancial PlanningStewardshipFundraisingInvestment PortfoliosTradingInvestment Advisory ServicesFinancial AnalysisFinancial ServicesWealth Management Services
+12 moreClient 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?
Suzy Conley is Head of Wealth and Principal Advisor at Westwood Holdings Group, Inc., where she leads the development of a trust company and RIA of approximately $4 billion toward a multi-family office model. She has more than 25 years of experience working with ultra-high-net-worth families, family offices, foundations, and endowments on wealth management and investment solutions that incorporate tax, estate, philanthropic, and legacy planning. Conley has completed training in Applied Compassion and Functional Medicine Coaching and is a member of the Purposeful Planning Institute.
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 Functional Medicine Coaching Academy Inc.1

Christina BrodbeckInvestor at Rivet Ventures

Shared employers

Also worked at CIBC Private Wealth Management US1

Vicken EkmekjianInvestor at Sand Hill Angels