Susan is the Director of Operations and is, without question, one of the most important members of the team. She is critical to our client service effort and keeps everything running smoothly. Her extensive experience in portfolio accounting and operations is put to good use as she oversees all aspects of account management, including client reporting, billing, interfacing with custodians and much more.
Susan grew up in Mount Kisco, NY as the youngest of two children. Since graduating from Berkeley College, she has spent most of her career in finance. Prior to joining Eagle Ridge, she held the same role at the Laidlaw Group since its inception in 1998. The Laidlaw Group merged with Eagle Ridge in 2015 to become the Eagle Ridge we know today.
Susan has always had a love for dance and has taken dance lessons all her life. Her focus now is on Ballroom dancing, and she is currently learning the Hustle. She enjoys cooking, especially by making up her own recipes along the way. Susan loves spending time with her two children, six grandchildren and rescue cat named Bijouix.
“The ability to think individually yet work as a team.”