Cocktails & Appetizers 5:00 pm 

Presentation & Dinner 6:00 pm -7:00 pm

Topic: Love & Money 

More details coming soon!

Susan Peterson, CFA®, CDFA®

Managing Director, Pathstone

Susan “Sue” Peterson is a Managing Director at Pathstone, based in the firm’s Bellevue, WA, and Scottsdale, AZ, offices. She advises individuals and families on wealth management, financial and legacy planning, investment management, and income tax matters, with particular expertise serving divorcees, women business owners, and executives. Before joining Pathstone, Sue spent more than 25 years as a client manager and Managing Director at Cornerstone Advisors. She graduated magna cum laude from Wheaton College with a degree in Economics and holds the Chartered Financial Analyst® (CFA®) and Certified Divorce Financial Analyst® (CDFA®) designations. Sue is also passionate about supporting women and her community and currently serves on the board of South Whidbey Good Cheer and the YWCA of Seattle/King/Snohomish finance committee.