Susan is a Senior Research Analyst at Fiduciary Investment Advisors, LLC (FIA). She is a member of the client-focused research group, responsible for the analysis of clients’ investment portfolios. Susan focuses primarily on endowments and foundations, defined benefit plans, and private clients.
Prior to joining FIA, Susan served as a Registered Client Service Associate with the PRIME Asset Consulting Group at UBS Financial Services Inc. Prior to UBS, Susan worked as a Client Analyst at Goldman, Sachs & Co., in their Private Wealth Management Group in Boston. She is currently a member of FIA’s Community Service Committee.
- University of New Hampshire, BS
Cooking, volunteering at children’s schools, raising a family of three boys