Susan brings over 20 years' experience developing client relationships, managing investment portfolios and providing financial planning services to high net worth families and institutional clients. Her tenure includes Financial Advisor positions with Lehman Brother, Merrill Lynch and Fidelity Investments. She firmly believes that the fiduciary care offered by Mercer Advisors embodies the highest standard of excellence in the investment profession. Susan earned her bachelor's degree from the University of California Berkeley. She holds a FINRA Series 65 license.