Susanne (Pearce) Millard has provided investment advice to clients for a total of 30 years at Raymond James, UBS, Merrill Lynch and Smith Barney. While at Merrill Lynch, Suzie was the Lead Consultant for the Specialized Institutional Group of Honolulu where she consulted on approximately $4 billion in assets.
Suzie graduated from The Colorado College Summa Cum Laude and Phi Beta Kappa. Additionally, she received her Masters of Business in Finance from The University of Colorado where she received the FEI Outstanding Graduate Award. Subsequently, she served as an Instructor of Finance for six years at the University of Colorado.
Ms. Millard has also earned the CIMA® designation and the Alternative Investment Certificate from the Investment Management Consultants Association at The Wharton School at the University of Pennsylvania. In 2006, Suzie was awarded the Chartered Alternative Investment Analyst (CAIA) designation after completing two years of rigorous coursework and qualifying exams. In 2016, Suzie earned the Chartered Retirement Plan Specialist designation and in 2021, Suzie earned the Accredited Investment Fiduciary designation. She currently serves on the Retirement Plan & Institutional Advisory Council.
In Honolulu, Suzie is on the Board of Mid Pacific Institute, a K-12 independent school, and served as its Chair from 2015 - 2019. She is also on the Board of Common Grace, a public elementary school mentoring program where she served as Chairman of the Board for 10 years. Suzie currently is Chairman of the Investment Committee and also serves on the Finance Committee for Waialae Country Club. She has been on the Board of Aloha United Way, Coalition Against Sexual Assault, Friends of Family Specialty Courts, The Children's Alliance, as well as several leadership positions within First Presbyterian Church of Honolulu.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Raymond James' Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client's experience, and is not indicative of future performance. No fee is paid in exchange for this membership. Requalification is not required.