Susan is the engine who keeps Pointe Capital running smoothly. As Director of Administration, she works closely with prospective and existing clients, helping make Pointe Capital clients’ lives easier. Supporting Pointe Capital team members in all capacities, Susan often serves as Pointe Capital’s first point of contact, where she can always be counted on for efficient, professional and caring interactions.
Susan has been with Pointe Capital Management since its founding, joining co-founder Charles Huebner following a career at UBS Financial Services where she served as a Client Service Associate. Providing operational and administrative support to a team of advisors, she also assisted with onboarding, client reporting, and more. Prior to that, she worked with Coopers and Lybrand assisting with pension administration and accounting functions.
Susan’s talent for service was evident at the outset of her career, where she distinguished herself serving prominent families and local corporations as an employee of Olympia Entertainment and The Brookline Corporation.
When not at work, she most enjoys spending time gardening and practicing yoga.