Susie is a Managing Director and a Portfolio Manager. Her primary responsibility is working with clients and managing their portfolios. Prior to joining Crestwood, Susie was a founding partner and Portfolio Manager at MacGuire, Cheswick & Tuttle Investment Counsel LLC (MCT). Prior to the founding of MCT, Susie was a partner, Portfolio Manager and Managing Director of Cheswick Wright Wealth Management LLC, an investment management firm focused on providing wealth management to high net worth individuals. Earlier in her career, Susie held a number of positions in the technology area, ultimately landing at IBM in a key position before entering the investment field.
Susie earned a BA in Art History from Wellesley College and an MBA in Finance from New York University’s Stern School of Business. She is on the board of the Darien Domestic Abuse Partnership and is a past President of the Garden Club of Darien. Susie is married with one child and lives in Darien, Connecticut. She can be reached at firstname.lastname@example.org.