Associate Vice President,Client Relationship Manager
Originally from St. Louis, Missouri, Susan graduated from Elon University with a degree in Sports Medicine. Susan is an Associate Vice President and Client Relationship Manager with the Poe Group. She celebrated 10 years with Harbor in 2020. Susan enjoys getting to know clients and helping them achieve short and long-term financial goals. Susan’s career in the Financial Industry began in 2004 with the Professional Development Department at Legg Mason Wood Walker, Inc. This department specialized in recruiting, training, and development for all Legg Mason advisors. After participating in several mergers, Susan transitioned into the role of Regional Administrator for Citi Smith Barney, and later, Operations Manager for a registered investment advisor in Columbia, Maryland. Susan joined Harbor as a Client Service Associate in October 2010.
Outside work, Susan enjoys spending time with family and friends and loves traveling. She continues to live out her passion for sports by competing in several recreational leagues, and, since 2013, has competed annually in sprint triathlons to honor a family member that passed.