“I enjoy the more personal touch involved in interactions with our private clients. It is a privilege to be in a position of trust and to help them with their various life and family situations.”
Suzanne is a financial analyst working with Highland’s family wealth clients. In her role Suzanne produces quarterly investment performance reports, schedules client meetings, and handles client correspondence. She also has fun assisting with client appreciation events and Christmas mailings.
Suzanne lives in a bustling Cleveland neighborhood where she enjoys her involvement with the vibrant Catholic young adult community, socializing and doing service projects.
Suzanne is 50% Slovenian, is fond of baking potica, and recently discovered a love of polka dancing. Her grandparents would be so proud.