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Biography

Susan is a Partner & Wealth Advisor in the Saratoga Springs, NY office. She provides comprehensive investment advice to ultra-high net worth clients. Her experience includes creating and managing tailored investment portfolios for clients – taking into account unique generational wealth planning goals, estate and income tax considerations, philanthropy and cash flow needs. 

Prior to joining Cerity Partners, Susan was a Senior Vice President of Investments and a member of the Investment Advisory Council at Graypoint LLC. Susan joined Bender Lane Advisory in 2016 after being employed by Robertson Stephens and was an Investment Advisor and Managing Director at the time of her departure. Prior to that role, she was employed as an Investment Professional and Vice President in Private Wealth Management at Ayco, a Goldman Sachs Company. Her previous experience includes a career at General Electric and teaching mathematics at The Albany Academies.

Learn more about my practice.

Education

  • B.S. in Chemical Engineering from Clarkson University
  • M.S. in Industrial & Management Engineering from Rensselaer Polytechnic Institute
  • Masters in Finance from London Business School

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.