Susan serves as a Senior Investment Consultant with Raymond James Institutional Consulting Services, and specializes in investment policy development and review, asset allocation, manager search and selection, and ongoing due diligence. Prior to joining Raymond James, Susan managed the institutional consulting team at McDonald Investments and managed Portfolio Consulting Services for Key Private Bank.
Susan holds the professional designations of Accredited Investment Fiduciary®, Certified Investment Management AnalystSM and Certified Investment Management ConsultantSM. She earned a Bachelor of Arts degree in Biology from the University of California, Santa Cruz.
Susan currently resides in Pittsford, New York, with her husband, Christopher, and son, Rob. Susan spends her free time volunteering for the Humane Society and local zoo.
Raymond James is not affiliated with any organizations mentioned.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.