Susan A. Vetere
Susan manages the firm’s operations. She reconciles accounts within the firm’s internal portfolio accounting system to the custodial data. She is also responsible for opening accounts and remitting funds as needed. Susan previously held the same position at Laidlaw Group, LLC where she worked since the inception of that firm in 1998. She enjoys working with the firm’s clients many of whom she has known for almost twenty years. Susan holds an Associate Degree from Berkeley College.
While not at work, Susan is spending time with her adult children and toddler grandchildren or ballroom dancing.