Sue Peterson

About Sue Peterson

Sue has more than thirty years of experience in the financial industry helping high net worth individuals and families achieve their financial goals. Over the course of her career, Sue has developed expertise in helping widows and divorcees, women business owners and couples approaching retirement. She enjoys helping clients plan their financial future while shaping the legacy they will leave to their heirs and community.

Experience

1. Managing Director

   Pathstone

   Oct 2020 — Present

   As a Managing Director in Pathstone’s Bellevue, WA office, Sue specializes in helping widows and divorcees, women business owners and executives, advising individuals and families on a variety of wealth management issues including financial and legacy planning, investment management, and income taxes. She also serves as chair of HerPath whose mission is to ensure women are prepared to play an integral role in their financial lives by elevating their knowledge and confidence in financial decision making. Sue’s passion for helping clients effectively and thoughtfully steward their wealth means building deep and abiding relationships. She values being her clients’ first call whether there is a problem to solve or good news to celebrate. She is singularly focused on being a trusted advisor who brings compassion and creative problem solving to accomplishing client objectives so their lives are freed up to focus on what they most enjoy.

Education

• Wheaton College

  B.A., Economics

  1983 — 1986