Susan Portnoi

Susan launched her career in wealth management in 2007 at Traust Sollus Wealth Management, which later joined Mercer Advisors in 2018. With deep expertise in investment advising, financial planning, and tax and estate strategies, she also specializes in executive compensation, stock options, and benefits planning. Her clients include corporate executives, professionals, and retirees.

Before transitioning into wealth management, Susan worked as a CPA and tax consultant, an experience that continues to inform her integrated approach to financial planning. She is passionate about simplifying complex financial topics, breaking them down into clear, actionable insights that empower her clients to make confident decisions.

Susan believes that trust is built through genuine, long-term relationships. She takes pride in creating a warm, approachable environment where clients feel heard, supported, and understood.

She holds a Bachelor of Business Administration in accounting from the University of Miami and a Master of Taxation from Seton Hall University. She also carries the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.

Susan has served as co-chair of the Women’s Division of the Financial Planning Association of New Jersey and as a board member and treasurer of Roots & Wings Foundation, a nonprofit supporting young adults who have aged out of foster care.

Outside of work, Susan enjoys golfing, reading, and solving puzzles. A proud New Jersey native, she cherishes time spent with her husband, three grown daughters, and their partners, and is happy hosting family gatherings and celebrations.