susannah Windmiller

Client Concierge & Executive Assistant

 

Susannah (Susie) joined The Bulfinch Group Investments team in January 2024. She is passionate about the client experience, and providing excellent service to the team. Susannah works closely with the entire Investment Division to provide marketing content and administrative support.

Susannah earned her Bachelor of Business Administration from the Isenberg School of Management at Umass Amherst. With a concentration in marketing, and a minor in psychology, she has always been client and business focused.

Susannah was born and raised in Concord, Massachusetts and attended Concord-Carlisle High School. Currently residing in Lowell, MA, Susannah spends her free time learning new recipes to cook, and traveling.

 
 

Susannah Windmiller offers support to our registered representatives and is not licensed to offer securities, investment advisory services or insurance in any state.