Sue joined Adviser Investments during our first year of operations in 1995. She has worked as a portfolio administrator, a securities analyst and as Adviser Investments’ operations manager prior to becoming a portfolio executive in 2001. In 2020, she was honored in Boston magazine for the seventh time as a Five Star Wealth Manager. Sue is trained in issues of importance to seniors and their families. She is a member of the Portfolio Review Committee and holds a B.A. in economics from Stonehill College in Easton, MA, as well as an M.B.A. from Iona College in New Rochelle, NY. An avid golfer and travel enthusiast, Sue lives in Charlestown, MA.
Five Star Wealth Manager (2015, 2016, 2017, 2018, 2019, 2020, 2021)
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