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Biography
As Head of Investments & Advice, 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 provides recommendations for a suitable portfolio allocation drawing from 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 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 Office teams of Independent Broker Dealer client firms. In 2017, Suzie rejoined the Indianapolis Private Bank.
Suzie is fluent in Portuguese, holds the FINRA Series 7, 9, 10, 63, and 65 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 of Directors for Girls Inc. of Greater Indianapolis and Downtown Indy, Inc. She lives in Indianapolis with her husband and three kids.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read the Legal Disclaimer for key important J.P. Morgan Private Bank information in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.
