Susan Krimigis, CDFS®

Susan Krimigis, CDFS® is Team Chief Operating Officer of Moon Wealth Partners at Rockefeller Capital Management.

Before joining Rockefeller, Susan was with Citigroup for over 25 years in various roles within their wealth, retail, and commercial banking groups. At Citi, she worked with business owners and executives of mid-sized companies and nonprofit organizations, helping them navigate global banking, financing needs and liquidity events. Her final role prior to joining Rockefeller was U.S. Head of Nonprofit Banking for Citi Commercial Bank.

Susan joins Moon Wealth Partners to build out the team’s nonprofit practice and to support the needs of existing ultra-affluent executives, entrepreneurs, and private equity partners. Moon Wealth Partners serves a select group of clients who demand in-depth knowledge, high-touch service, thoughtful wealth strategies and an unwavering focus on their financial priorities.

She is a graduate of Syracuse University’s Martin J. Whitman School of Management and holds a Certificate in Financial Planning from Georgetown University. She lives in Darnestown, Maryland with her husband, John, and two children.