Susanne M. Millard, CAIA, CIMA, CRPS

Board Member

Susanne (Pearce) Millard, First Vice President, Investments, 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 in conjunction with 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. And in 2016, Suzie earned the Chartered Retirement Plan Specialist designation.

In Honolulu, Suzie is on the Board of Mid Pacific Institute, a K-12 independent school, and served as its Chair from 1995 – 1999. 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 also serves on the Finance and Investment Committees 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.

Susanne M. Millard, CAIA®, CIMA®, CRPS®
Institutional Consultant
First Vice President, Investments
The Kikawa Group

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Raymond James
1001 Bishop Street, Suite 2920
Honolulu, HI 96813