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Susan Shapiro became a partner in the Private Client Group in 1982. She retired on December 31, 2007.
Susan served as trustee for numerous family trusts and concentrates on estate planning and settlement and assisting clients with sophisticated wealth transfer strategies. Susan is a former member of the firm's Trust Conference which is responsible for the investment management of in-house trust accounts. She also served on the firm's Information Services Committee which is charged with reviewing state-of-the-art technology for effectively managing clients' trusts and investment portfolios.