Associate Financial Planner
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 with an emphasis in Business, Communications and Psychology. She is also a CERTIFIED FINANCIAL PLANNER™ professional and Certified Divorce Financial Analyst®. Susan sits on the Executive Steering Committee for the firm’s renowned InvestHERs women’ initiative.