Susan has been part of the LBA team since we opened our doors in 1974. She was instrumental in setting up the firm, enabling co-founder James Lowell to focus on the investment side. Prior to joining LBA, Susan worked at Scudder Peabody and Brown Brothers Harriman in Boston. As former president, her extensive experience overseeing operations, SEC regulations, setting up trust accounts and other financial services make her an invaluable contributor to the team. Susan graduated from Bay Path College.