Sue joined Windsor Wealth Management in 2005. She focuses her practice on high net worth families, corporate executives and retirees.
Sue has been an investment professional for over 30 years. She has a diverse array of investment experience through many market cycles. Earlier in her career, she managed taxable, pension and 401(k) funds for large insurance companies. She later transitioned to Wealth Management for families, first at Charles Schwab Private Client and since 2005 at Windsor Wealth Management. She particularly enjoys the aspect of understanding each client’s individual evolving sets of needs and matching their portfolios to those needs.
From 1979-1989, Sue managed funds for life, health, and property and casualty insurance companies headquartered in the Southeastern United States. She has been responsible for managing fixed income and equity portfolios and was Director of Investment Research. In 1989, she became Anthem, Inc.’s first Chief Investment Officer during a period of tremendous growth and change during its transition from an Indiana-based Blue Cross/Blue Shield company to one of the largest health insurance companies in the United States. At Anthem, she was responsible for the investment oversight of $3.0 billion in insurance company assets and $450 million of pension and 401(k) Plan assets.
Prior to focusing on investment management Sue was employed at Owens-Illinois, Inc., working in strategic planning and internal audit.
An Indiana native, Sue received a B.A. in Sociology from Drake University and an MBA in accounting from Indiana University.
Sue has served on the Board of Directors of Circentre, Inc. which was involved in the development of the Circle Centre Mall. Her other activities include serving on the Boards of Directors of the Kelley School of Business Alumni Association and the American Red Cross of Greater Indianapolis. She also was a member of the Life Officers’ Management Association (LOMA) Investment Advisory Board and was Chair of the Southeastern Life Insurance Securities Association. She is a member of the CFA Institute.