Sue joined Adviser Investments during its first year of operations in 1995. She worked as a portfolio administrator, a securities analyst and as Adviser Investments’ operations manager prior to becoming a portfolio executive in 2001. In 2021, 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 MBA from Iona College in New Rochelle, NY. An avid golfer and travel enthusiast, Sue lives in Charlestown, MA.
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For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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