As Vice President, Wealth Advisor, Susan works closely with clients to create comprehensive and customized wealth plans. She has nearly 15 years of experience in investment banking and has previously held positions at UBS Financial Services, Inc., Lehman Brothers and Nomura Holdings. Susan is a CFA® charterholder and holds a B.S. in Finance from the University of Illinois at Urbana-Champaign. She is an advocate for women’s financial empowerment and is spearheading our NewEdge Womens’ Initiative. As a resident of Venice Beach, she teaches financial literacy programs in her local neighborhood and is a longtime supporter and volunteer with Defy Ventures – a second chance for the formerly incarc