Susan M. Miller brings a wide range of experience to individual investors seeking to grow their wealth.  Susan’s investment strategy focuses on helping clients: 

Susan’s professional experience includes overseeing individually managed investment accounts as well as  advising corporate pension plans. 

Drawing upon her diverse expertise, Susan has provided both wealthy individual investors as well as corporate clients with research and advice on mutual fund, equity and fixed income selection for their investment programs.

Susan acquired her expertise in the securities industry while working for some of the nation’s financial leaders.  As Executive Vice President and Partner at The Resnick Group, LLC, Susan supervised all client services, operational and investment activities for a money management firm specializing in portfolio management for women.  With Salomon Brothers, Susan was a member of the Public Finance Team, focusing on reinvestment of bond issuance proceeds into structured portfolios. 

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At Bear Stearns & Co., Susan was a Vice President in the Financial Services Group, and was responsible for marketing mortgage-backed securities to commercial banks and savings and loan institutions on the West Coast. Susan then moved to Bankers Trust Co and as Vice President of Global Markets, she oversaw the distribution of all mortgage-backed securities.

Susan earned an MBA in Finance at UCLA’s Anderson Graduate School of Management in 1984 and graduated with honors from Northwestern University in Chicago in 1980.

Susan’s professional experience allows her to provide a sophisticated, focused and analytical perspective to the complicated world of investing – a perspective she brings hands-on to each individual.