Our People
Investment leader specializing in designing and implementing goals-based strategies for high-net-worth individuals, institutions and nonprofits
Susie has an impressive 30-year track record in the financial industry. With a solid foundation in leadership, she previously held senior level positions including senior portfolio manager and director of trading for fixed income securities. Using her expertise, she managed a team of financial professionals, played a pivotal role in the success of the bank’s operations, and oversaw complex financial planning, asset allocation and investment structures for significant relationships.
In addition to her multifaceted career, Susie is a seasoned public speaker and commentary writer. Her ability to communicate complex financial concepts with clarity has made her a sought-after speaker in her industry. Furthermore, she contributes to economic writing, sharing her insights and perspectives on the financial landscape.
BA, Washington State University
MBA, Northwestern University
CERTIFIED FINANCIAL PLANNER® (CFP®) certification
Certified Investment Management Analyst® (CIMA®)
Certificate in Investment Performance Measurement (CIPM®)
Our Lady of Guadalupe Endowment Committee, Chair
Archdiocese of Seattle, Safe Environment Facilitator
Ryther Child Center League, Former Chair
