Executive Director Head Of Investments & Advice – Indianapolis
Suzie is an Executive Director and the Head of Investments & Advice for J.P. Morgan Private Indianapolis. In this role, Suzie works with high-net-worth individuals, families, business owners, corporate executives, foundations and endowments. Her primary focus is identifying the goals, objectives and risk tolerance of her clients and their investment portfolios. Once determined, she can recommend the appropriate portfolio allocation utilizing public equity, fixed income, alternative investments, derivatives and currencies. Suzie works in close coordination with other specialists on the J.P. Morgan team to provide comprehensive wealth management capabilities that help her clients meet their financial goals.
Suzie has thirteen years of industry experience. She began her career in the Indianapolis office of J.P. Morgan’s Private Bank in 2008 after graduating with a Finance degree from Indiana University, where she also played Varsity soccer. In 2012, she relocated to New York where she served as the business manager for J.P. Morgan’s Brazil Asset Management business. Thereafter, she joined J.P. Morgan Asset Management’s Global Strategic Relationships team as a due diligence relationship manager, covering Chief Investment Officer teams of Independent Broker Dealer client firms. In 2017, Suzie rejoined the Indianapolis Private Bank.
Suzie is fluent in Portuguese, holds the Series 7 and Series 63 licenses, and has earned the right to use the Chartered Financial Analyst (CFA) designation. She is a member of the CFA Institute and the CFA Society of Indianapolis and serves on the Board for Girls Inc. of Greater Indianapolis. She lives in downtown Indianapolis with her husband and three kids.
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投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。