Susan Malone

Client Concierge

Susan joined our team in February 2021 as a client service and support representative. She has 13 years of experience in institutional fixed income trading and portfolio management and 4 years product sales experience.

Susan graduated Carnegie Mellon University with a B.S. in Managerial Economics and Industrial Management, and earned her MBA from Stern School of Business, New York University. Susan is a Texas Notary Public and holds a Texas Life & Health Insurance License. She is currently working towards attaining her CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) Certification.

Susan and her husband, Jon, have been married for over 20 years. They have two sons, Hudson and Justin, and their beloved yorkie-poo, Futbol2000. Practicing yoga, meditation, and learning about natural alternatives to healthcare are things Susan enjoys. Over the years, Susan’s passion for helping others has led her to volunteer for numerous 501(c)(3) organizations where she has assisted with fundraising efforts, event planning and working one-on-one with those in need.