Susie is Vice President and Senior Investment Advisor for Washington Trust Bank's Wealth Management & Advisory Services, working with clients in Western Washington and Oregon. She is responsible for designing and implementing goalsbased strategies for high–net–worth individuals, institutions and non–profits.

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.

ADVISORY EXPERTISE

  • Portfolio Management Group

PROFESSIONAL AFFILIATIONS

  • Ryther Child Center League—Past Chair
  • Fulcrum Foundation, OLG Endowment Committee Chair
  • Safe Environment Facilitator, Archdiocese of Seattle

EDUCATION

  • BA, Washington State University