Susan Bruno is a private wealth specialist creating unique and customized solutions for high-net-worth individuals and families. Her extensive expertise in estate and tax planning is the basis for the comprehensive, multi-generational plans that she develops for her clientele. Susan and her team work hand-in-hand with their clients to oversee the implementation and ongoing management of those programs, ensuring that all aspects of the planning process are working in concert.
Susan carries numerous professional certifications and designations, is recognized among her peers for her leadership, advocacy and philanthropy, and is a frequent speaker at industry events. Much of Susan's expertise was acquired while she was a senior tax manager at Price Waterhouse, LLC (1987-1992), and as a senior tax consultant with Deloitte, Haskins &Sells (1984-1987). She graduated magna cum laude from Fairfield University in 1984 with a BS in accounting, and lives in Darien, Connecticut with her husband and two children.
Designations and Certifications
Certified Public Accountant
Personal Financial Specialist
CERTIFIED FINANCIAL PLANNER professional
Advocacy & Community Involvement
Member, American Institute of Certified Public Accountants
Member, Connecticut Society of Certified Public Accountants
AICPA Personal Financial Services Credentials Committee, 2007 to present
AICPA Media Task Force, 2009 to present
Trustee, Lance Armstrong Foundation Endowment, Austin, TX 2004-2006
Finance Chair, Board of Directors, Lance Armstrong Foundation, 2005-2006
Member, Board of Directors, Shelter for the Homeless, Stamford, CT 2009
Member, Adult Advisory Board, The Depot Teen Center, Darien, CT 2009
Member, The National Society of the Daughters of the American Revolution
Select Publications
Contributing author, Tips from the Top: Targeted Advice from America's Top Money Minds, published by Alpha Ed. Co
Contributing author, The PPLI Solution, published by Bloomberg Press
Contributing author, How Accountants Advise The Super Rich, Private Wealth Magazine, June-July, 2007
Contributing author, Developing Rich Relationships with Women of High Net Worth, wealthmonitor.com, December, 2007
Contributing author, "What Every CPA Should Know about Life Settlements", Journal of Accountancy, June, 2008
Author, "Life Settlement: A Smart Option that Every Senior Should Consider" AICPA The Planner, March/April, 2009
Contributing author: Various financial topics for the WSJ online, Accounting Today, New Haven Register, and other financial publications
Select Appearances
Speaker, Life Insurance for CPAs, AICPA National Financial Planning Conference, San Diego, CA January 2009
Guest Faculty, American Bankers Association Private Wealth Management School, 2003-2006
Guest Speaker, Columbia University Executive MBA Program, Using Life Insurance as an Investment Strategy
Panel Speaker on Private Placement Life Insurance, 2005 and 2006 MARHedge World Wealth Summit
Optimize Your Charitable Giving, Greenwich, CT, 2005
Financial Wake-Up for Women, Westport, CT, 2006/London, 2007
Attracting and Retaining Female Clients, Women and Wealth Forum, Institutional Investor, New York City, May 2007
Email Susan J. Bruno!
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