CoverProfile

Susan Peterson

Managing Director

Pathstone

United States, Washington, Bellevue

About Me

As a Managing Director in Pathstone’s Bellevue, WA office, Sue specializes in helping widows and divorcees, women business owners, and executives, advising individuals and families on a variety of wealth management issues, including financial and legacy planning, investment management, and income taxes. She also serves as co-chair of HerPath, whose mission is to ensure women are prepared to play an integral role in their financial lives by elevating their knowledge and confidence in financial decision-making. In addition, Sue enjoys contributing to the firm’s business development efforts and mentoring the next generation. Sue’s passion for helping clients effectively and thoughtfully stew

View more

Profile Information

Managing Director

Pathstone

Investment Team,Operations Team

Investor

Multi-Family Office

Bellevue

Washington

United States

Aug 8, 2024

More profiles to browse

JW
John Workman
Managing Director, Investment Strategies
Profile Photo
Allan Zachariah
Co-Founder, Co-Chairman, Board of Managers, Leadership Team & Shareholder
MW
Matt Wiles
President
Profile Photo
Katherine Pease
Managing Director at Pathstone

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST