Susan is responsible for various investment research and reporting functions at Washington Trust Wealth Management. She assists Washington Trust Advisors and their clients on fund selection and asset allocation decisions, while contributing to process improvement for the Investment Research Group, our experienced in-house investment research team.
Susan has more than 20 years of experience in the investment industry with specific experience in discretionary alternative portfolio management as well as fixed income research & portfolio management. Prior to joining Washington Trust Wealth Management, Susan served as Vice President, Investment Management and Research at Commonwealth Financial Network in Waltham, MA.
Susan is a CAIA® charter-holder. Susan holds a master’s degree from New York University and a bachelor’s degree from Purdue University.
A Massachusetts resident, Susan is active in her community and supports a wide range of bank-sponsored community activities. In addition, Susan serves as the Secretary of the Bow Lake Campowners Association and as President of the Triton Field Hockey Boosters.
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