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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

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Profile Information

Managing Director

Pathstone

Investment Team,Operations Team

Investor

Multi-Family Office

Bellevue

Washington

United States

Aug 8, 2024

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