Lilli Homer, CFP®
Managing Director
Private Client Group
Boston, MA
As a Managing Director in the Private Client Group, Lilli provides comprehensive investment and wealth management advice to ultra-high-net-worth individuals and families. She develops customized investment strategies tailored to each client’s goals, integrates those strategies within the broader context of their wealth architecture, and identifies planning opportunities that support long-term financial, tax, and estate objectives.
Lilli is driven by her connection to her clients and the opportunity to make a meaningful, lasting impact on families’ lives, across generations. She is motivated by the ability to bring clarity and confidence to families as they make complex decisions.
Experience
- Joined SCS in 2008 and has 18+ years of experience serving ultra-high-net-worth families
- Interned at NewSmith Capital Partners in London and the New York Stock Exchange
Education & Credentials
- B.S. in Business Management and Finance, Babson College
- CERTIFIED FINANCIAL PLANNER® (CFP)
Beyond SCS
Lilli lives in Boston’s Beacon Hill neighborhood with her husband, Geoff, and their three young children, Henry, Patrick, and Catherine. She enjoys playing tennis and golf in the summer and spending winters skiing with her family in Vermont. She dedicates her volunteer work to supporting families with premature infants through her service on the Beth Israel Deaconess Medical Center NICU Family Advisory Council, as a family ambassador and board member for the March of Dimes, and as a member of Boston Children’s Hospital Philanthropic Board of Advisors.
