Sue is on the investment committee for Bailard’s Sustainable, Responsible and Impact Investing strategies and manages client relationships. Sue began her career in the wealth management industry at Nelson Capital Management in 1980 and began working on socially responsible and faith-based portfolios in the 1990s. While at Nelson Capital Management, Sue was a senior relationship manager/portfolio manager, a partner, and a member of the leadership team. She also served on the investment committee and the faith-based model team. Sue’s focus has been foundations and endowments, high net worth clients and clients with special needs, including women who are experiencing a life-changing financial event such as divorce, death of a spouse, and/or inherited wealth.

Sue is currently president of the board of directors for Pacific Clinics (formerly Uplift Family Services); a member of the board and chair of the finance committee for Front Porch (formerly Covia); a member of the finance committee/budget chair for the Episcopal Diocese of El Camino Real; a past member/president of the board of directors for Lytton Gardens Affordable Housing; a past member/president of the board of trustees for Archbishop Mitty High School in San Jose; and a member/past president of the Palo Alto University Rotary Club.

A Chartered Financial Analyst (CFA) charterholder, Sue was the first female president in the history of the CFA Society of San Francisco and speaks frequently about wealth transition for women. She holds a BA degree from Mills College and an MBA from the Haas School of Business at the University of California, Berkeley. In her spare time, Sue runs a one-week residence summer camp in the Sierras she founded for economically disadvantaged youth. You can also find her riding her horse for fun or walking her Corgis, Bonnie and Clyde.