Susan is a Portfolio Administrator with 1919 Investment Counsel, LLC’s Philadelphia office, primarily supporting Charles King. Her role encompasses high touch client relationship services, investment support, portfolio maintenance and review, and collaborative engagement with our clients’ professional service providers. Susan represents 1919 at the Philanthropy Network of Greater Philadelphia, along with other network-building initiatives as a member of 1919’s Business Development team.
Susan brings more than 20 years of experience in the financial services industry to her role, having begun her career in 1979 as a commercial lending officer with Deutsche Bank. She transitioned onto Wall Street after three years and spent the next 12 working with Credit Suisse, Bank of America Merrill Lynch, and JP Morgan Chase as a VP in global fixed income and derivatives institutional sales. Susan left Wall Street at the end of 1994 and spent the next 14 years helping to raise three children with her husband, Paul. She became a financial advisor with Wells Fargo Advisors in 2008 and pursued this career for three years. Susan joined 1919 in December 2015.
Susan earned a bachelor’s degree in Economics and English from Mount Holyoke College, and the Chartered Advisor in Philanthropy designation from the American College of Financial Services. Susan serves on the board of Health Works Academies, an emerging workforce development social enterprise that delivers STEM plus curriculum, job shadowing and mentoring for careers at the intersection of healthcare and technology to high school students. She is also a member of the Philadelphia Estate Planning Council, the Planned Giving Council of Greater Philadelphia, and Women in Investing Network of Philadelphia.