About

Certified Fiduciary Advisor Helping Families Build and Transfer Generational Wealth

With over 35 years of experience in the investment industry, Susan’s specialty is portfolio management, fiduciary oversight and security analysis.

Previously, she served as Vice President, Portfolio Manager at First National Bank of Litchfield (later acquired by Union Savings Bank) and prior to that she was employed as a Vice President at U.S. Trust (pre-Bank of America) in West Hartford, CT. Before joining U.S. Trust as a portfolio manager in 1999, Susan was a Director and Officer at Phoenix Duff & Phelps, as well as an Assistant Vice President at Shawmut Investment Advisors (successor to Connecticut National Bank), both in Hartford, CT.

Susan has been awarded the Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers and is a long-time member of the CFA Institute and the Hartford CFA Society. Susan serves as a board member for a number of not-for-profit organizations in her community as well as serving on the Town of Norfolk’s finance and pension committees.

Susan’s Niche

Working with high-net-worth families and planning for the next generation (i.e., wealth transfer).

Core Values

Susan’s clear vision and strategy easily adapts to a client’s changing needs, preferences, and behaviors, offering attractive entry points for long-term investors.