Sue joined the firm in 2015 and has considerable experience in financial planning, investment management, and analytics. In her current role, she combines research, reporting and financial projections to help clients and the team make informed investment decisions.
She holds master’s degrees in public management and sociology and has held leadership roles in both the private and nonprofit sectors, including serving as Director of Development for a nonprofit dedicated to advancing inclusion for children with disabilities. Her career reflects a commitment to sound financial stewardship and meaningful impact.
In her free time, Sue enjoys travel, birding, photography, and being an active board member and volunteer fostering creativity and community through the arts.
