Susan is responsible for the analysis of defined benefit, private client, endowment, foundation and other nonprofit client investment portfolios. She is also a member of the firm’s Community Service Committee. Susan joined Fiduciary Investment Advisors, LLC in 2006, which combined with Fiducient Advisors in 2020.
Prior to joining the firm, she served as a Registered Client Service Associate with the PRIME Asset Consulting Group at UBS Financial Services Inc. and as a Client Analyst at Goldman, Sachs & Co. Susan received her BS from the University of New Hampshire. She enjoys cooking, volunteering at her children’s schools and raising a family of three boys.