Suzanne Irwin

Vice President

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 2018, she was honored in Boston magazine for the fourth time as a Five Star Wealth Manager. Sue is a Certified Senior Advisor (CSA) and 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.

Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.