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Susan Lim-Herlyn
Executive Director Restricted Stock Specialist
Biography
Susan Lim-Herlyn is an Executive Director and a member of the J.P. Morgan Wealth Management Restricted Stock Group based in New York. As a Restricted Stock Specialist, Susan provides advisory services to corporate executives, board members, founders, and restricted stockholders on control and restricted stock transactions and 10b5-1 Sales Plans. As Co-Head of Strategic Initiatives, Susan is responsible for technology and infrastructure enhancements, forging strategic partnerships, creating marketing materials, and training and education programs.
Susan joined J.P. Morgan in 2022 after spending 30 years at Goldman Sachs. Susan worked in the New York, London, Tokyo and Hong Kong offices where she focused upon establishing and managing new departments, building infrastructure, and creating new platforms and products. Her previous roles include Head of Institutional and Private Wealth Management Client Services for Asia Pacific in Tokyo and Hong Kong, Head of Client Services for GS Asset Management in New York, and Head of Structured Products Origination for Global Markets and Private Wealth Management in New York.
Susan is also an accomplished classical cellist and pianist, having competed and performed throughout the United States. She is a former pupil of Joel Moerschel of the Boston Symphony Orchestra and Nancy Cirillo of the New England Conservatory of Music.
Susan received a B.A. from Wellesley College and a Masters of International Management (M.I.M.) from the Thunderbird School of Global Management. She has her Series 7 and 63 licenses.
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