Susan coordinates financial planning and family wealth transfer strategies for clients. Her specialties include business planning, charitable transfers, intergenerational counseling and planning for major life events.
Prior to joining Chevy Chase Trust in 2014, Susan was President of Freed Advisors, a comprehensive wealth management firm in Washington D.C. With more than twenty years of experience advising clients, Susan has been recognized as one of the area’s top financial experts. Her understanding of complex financial transactions, combined with an appreciation of sensitive family dynamics, helps her serve as an effective client advocate.
Susan earned her undergraduate degree from Tulane University. She currently serves on the Government Relations Advisory Board of the Investment Advisers Association. Susan is Trustee and Chair of the Investment Committee of the United Jewish Endowment Fund of Greater Washington. She is past Chair of the Investment Committee of the Financial Planning Association and served on the Board of Directors of the Community Foundation for Montgomery County.