Susan M. Lally, CTFA

Lead Portfolio Administrator

Susan joined Howland Capital in 2014. She provides coverage for management as well as managing administrative procedures, workflows and issue resolution. Susan also works extensively with the administration of the firm’s trust accounts. She received a B.A. in both Communications and Psychology from Stonehill College. She also received her Certified Trust and Fiduciary Advisor (CTFA) certification, as well as certification in the CFA Institute Investment Foundationsprogram. Susan is also a Notary Public.

In her personal time, Susan is an active runner and participates in various run clubs around the Boston area. She is also an avid Boston sports fan.

617 357-9110

With Howland Since

2014

News From HCM

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Regarding COVID-19: Our commitment to serving our clients has not changed.

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Milestones - A Howland Capital Update

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On March 9, 2020, HCM went “remote” due to the COVID pandemic. Little did we know we would be working remotely one year later, a milestone.

Affiliations

Susan M. Lally, CTFA, Lead Portfolio Administrator