Client Service & Administration
Susan has extensive experience in family office client service. She worked directly for one of the founding families of Los Angeles, CA in their family office, with an emphasis on community service and philanthropy. She worked with leadership executives of Neuberger Berman, a New York investment management firm, and served administratively at Latham & Watkins, a global law firm. Finally, as a Registered Dietician she worked at clinically for various hospitals in the Los Angeles area.
- BA - Ambassador College, Liberal Arts
- MS - California State University, Nutritional Science
- RD - Registered Dietician
- YMSL - Plano Young Men's Service League
- Foundation Outreach International Embark Mentor
- Former Committee Member, Dallas Children's Theatre
Susan enjoys international travel, volleyball, cooking, and her family.