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Susan Lipsett

Susan Lipsett

Research Assistant and Administrative Associate

Susan Lipsett is a research assistant and administrative assistant supporting the firms’ client portfolio managers as well as financial advisors Sean Riley and Kevin Whitmore. She collects and distributes research data and coordinates client requirements. She provides operational support in the areas of trading, daily client account maintenance, and records management. Susan holds Series 7 and 63 registrations through LPL Financial and has been with the firm since 2005.