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Susan Peterson

CFA

Managing Director

  • Partner

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 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.

Sue’s passion for helping clients effectively and thoughtfully steward their wealth means building deep and abiding relationships. She values being her clients’ first call whether there is a problem to solve or good news to celebrate. She is singularly focused on being a trusted advisor who brings compassion and creative problem solving to accomplishing client objectives so their lives are freed up to focus on what they most enjoy.

Prior to joining Pathstone, Sue was a Managing Director, where she served as a client manager for over 25 years. In that role she enjoyed coaching and mentoring the next generation and contributing to the firm’s growth.

Sue graduated magna cum laude from Wheaton College, earning a bachelor’s degree in Economics. She holds the Chartered Financial Analyst® designation and belongs to the CFA Institute and the CFA Society of Seattle, Washington.

Sue is happily married and loves being a mom to her son who is now pursuing his own career. In her spare time she loves adventure travel which has taken her from the Inca Trail of Peru to the top of Kilimanjaro. She is also passionate about giving back to her community and uplifting women, currently serving on the board of the YWCA Seattle/King/Snohomish.

Group

Partner

Certification

CFA

Office

Bellevue, WA

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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 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.

Sue’s passion for helping clients effectively and thoughtfully steward their wealth means building deep and abiding relationships. She values being her clients’ first call whether there is a problem to solve or good news to celebrate. She is singularly focused on being a trusted advisor who brings compassion and creative problem solving to accomplishing client objectives so their lives are freed up to focus on what they most enjoy.

Prior to joining Pathstone, Sue was a Managing Director, where she served as a client manager for over 25 years. In that role she enjoyed coaching and mentoring the next generation and contributing to the firm’s growth.

Sue graduated magna cum laude from Wheaton College, earning a bachelor’s degree in Economics. She holds the Chartered Financial Analyst® designation and belongs to the CFA Institute and the CFA Society of Seattle, Washington.

Sue is happily married and loves being a mom to her son who is now pursuing his own career. In her spare time she loves adventure travel which has taken her from the Inca Trail of Peru to the top of Kilimanjaro. She is also passionate about giving back to her community and uplifting women, currently serving on the board of the YWCA Seattle/King/Snohomish.