Susan Malone

Associate Planner

Susan joins Oak Harvest with 13 years of experience in the financial industry. Prior to working in personal finance, Susan worked in institutional fixed-income trading and portfolio management.

Susan grew up in New York. She graduated from Carnegie Mellon University with a Bachelor of Science degree in Managerial Economics with a minor in Industrial Management and has an MBA from Stern School of Business, New York University.

Susan has earned her designation as a Certified Financial Planner™ Professional (CFP®). She has a Life and Health insurance license & is a Texas Notary Public.

Susan and her husband, Jon, have been married for over 25 years. They have two sons, Hudson and Justin, and their beloved yorkie-poo, Futbol. 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. Besides spending time with her family, practicing yoga, meditation, and learning about natural alternatives to healthcare are things Susan enjoys.