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
Susan Peterson
Managing Director
Pathstone
United States, Washington, Bellevue
About Me
Profile Information
Managing Director
Pathstone
Investment Team,Operations Team
Investor
Multi-Family Office
Bellevue
Washington
United States
Aug 8, 2024
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