Susan Kuniholm Potter

Current Employers

Employment History

• 01/2017 → Present
  Morgan Stanley Smith Barney Llc
  Boston, MA
• 02/2016 → 12/2016
  Sabbatical
  Manchester, MA
• 01/2017 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

1.01/2005 to present -- Kaiowaza, Inc., Topsfield, ME. Treasurer & Director, Family owned corporation and vacation house. 1 hour per month; no hours during trading hours. No investment accounts. Responsible for paying bills and filing taxes. No compensation. 2. 2013 to present -- Society of St. John the Evangelist, 980 Memorial Drive, Cambridge, MA. Monastery. Member of investment and financial advisory committees. 1 hour per month outside of trading hours and 2 hour investment committee meeting every quarter during trading hours. Discuss long-term performance trends and monitor 3rd party investment advisors. Decision making authority resides with the monks. No compensation. 4. *310408 - Cornell Rowing Association; Investment related No; Ithaca, New York; Charitable, Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2019; During business hours: 0; After business hours: 2; Business Development/Growth, Fundraising 5. *311098 - Head of the Charles; Investment related - Yes; Cambridge, Massachusetts; Non-Profit; Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2017 During business hours: 0; After business hours: 1; Business Development/Growth 6. Blueberry Farm LLC; Investment related: Yes; Walpole, ME (Full address of Rental Property: 523 Route 129, Walpole, ME 04573); Rental property; Owner(proprietor, partner, officer, director, employee, trustee, agent); Feb 2018; During business hours: 0; After business hours: 1; Vacation home. My sister and I own a house in Maine that we rent to our parents. 7. Manchester-Essex Conservation Trust; Investment related No; Land Conservation; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); June/2018; During business hours: 0; After business hours: 0;

Exams

• S66 Uniform Combined State Law Examination
  2017-02-14
• S63 Uniform Securities Agent State Law Examination
  2009-01-07

Other Names

• Susan Phelps Kuniholm