Susan joined Crestwood in 2019 as a Managing Director and Portfolio Manager. Prior to joining Crestwood Susan was a founding partner and Portfolio Manager at MacGuire, Cheswick & Tuttle Investment Counsel LLC.
Susan serves as an advisor to high net worth individuals and their families, specializing in multi-generational family relationships. She develops a tailored investment approach to each relationship, using financial planning, trusted advisor input, and strategic investment tools and goals. She has been advising clients for over twenty years, helping families to manage life goals such as saving for college, retirement goals and estate management.
Susan has an MBA in Finance from New York University Stern School of Business and a BA in Art History from Wellesley College.
Susan enjoys photography, gardening and hiking. Susan lives in Darien, CT with her husband and four Labrador retrievers.