Vice President & Senior Portfolio Manager
Susie is Vice President and Senior Portfolio Manager for Washington Trust Bank's Wealth Management & Advisory Services, working with clients in Western Washington and Oregon. She is responsible for designing and implementing goals-based strategies for high–net–worth individuals, institutions and nonprofits.
She has over 15 years of experience in the financial industry, both in portfolio management and client advisory. Prior to joining Washington Trust, Susie was a Portfolio Manager with a major regional firm in Seattle, WA where she had oversight to the complex financial planning, asset allocation and investment structure of significant relationships. She also has a background and tenure as a director of trading of fixed income securities at a national bank with over 750 consultants under her management.
As part of your wealth management team, Susie partners with your Relationship Manager and your existing legal and tax advisors to ensure positioning of the most appropriate and custom wealth planning strategies for your unique circumstances.
Spokane, WA 99201
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- Portfolio Management Group
- BA, Washington State University
- Fulcrum Foundation, OLG Endowment Committee Chair
- Safe Environment Facilitator, Archdiocese of Seattle
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