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 sixth 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.