Suzanne Highet

CFA, CFP®

Credentials:

Carleton College, B.A. Economics, 1995

Claremont University, M.A. Economics, 2003

Chartered Financial Analyst Charterholder, 2006

Certified Financial Planner,
2021

Investment nerd. Spreadsheet ninja.

Expertise:

Behavioral finance, equity compensation, non-traditional family structures, neurofabulous financial challenges. Investment analysis, MLPs and other weird investments, exchange funds, fixed income, options.

Experience:

Twenty-three years’ experience as an investment professional.

Eight years as a holistic financial advisor working with individuals and families.

Eight years at an ultra-high net worth firm performing manager due diligence, developing portfolio implementation strategies, and analyzing performance.

Seven years as a portfolio manager at a multi-asset firm.

Meet My Colleagues

Uzume
(ooh-zoo-may)

Jasmine Young,
Candidate for CFP® Certification

Mariko O. Gordon,
CFA, CFP