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Sue Peterson
Managing Director @Pathstone
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WORK HISTORY
Managing Director @Pathstone
Pathstone serves individuals and families of significant or multigenerational wealth, family offices, and institutions. Our trusted advisors strive to bring breadth and depth of expertise on the dimensions that matter for our clients—based on the unique life they want to build. Pathstone offers investment and wealth advisory, trust and estate planning, tax, bill pay, and many aspects of lifestyle management—delivered in-house and integrated into a single client experience.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 is also past co-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. In addition, Sue enjoys contributing to the firm’s business development efforts and coaching the next generation.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.
ABOUT SUE PETERSON
Sue has more than thirty years of experience in the financial industry helping high net…
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