Sue West is an experienced professional in investment and wealth management, with a focus on helping clients achieve their unique wealth objectives. They served as an Actuarial Specialist at Towers Perrin from 1983 to 1991, specializing in actuarial valuations and asset/liability forecasting. From 2000 to 2003, Sue held several director-level positions at SEI Investments, including Director of Alternative Investments and Director of Global Asset Allocation, where they managed teams and developed investment strategies for high-net-worth clients. Currently, they are officially retired but remain open to projects related to private wealth management and investment strategy technology. Sue earned a BA in Mathematics from Shippensburg University of Pennsylvania between 1979 and 1983.
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