Experience

Sue began her career in the financial services industry with Morgan Stanley's Private Wealth Management Group in 1979 after obtaining a degree in management from the State University of New York, Binghamton. She joined UBS in 2002 and completed her Private Wealth accreditation in 2005.  For over 37 years, she has helped individuals and their families with significant means manage the accumulation, preservation and transfer of wealth. She acts in an advisory capacity in providing advice on wealth planning, trust and estate planning strategies and liability management. She has extensive experience in evaluating and developing customized investment strategies tailored to her clients' individual needs. 

Michael’s diverse roles in finance—from client service to securities analyst to financial advisor—reinforced not only his passion for investing, but his convictions about the importance of having a long-term financial plan for pursuing your goals.

Today, as a Senior Wealth Strategy Associate for the distinguished Private Wealth Management team Bordash Group, Michael has a multifaceted role, overseeing their planning process in addition to investment monitoring, manager due diligence and trading. While skilled in tactical aspects of this business, Michael never underestimates the importance of relationships and service—a powerful differentiator that sets Bordash Group apart from its competitors. Advocacy and accountability build trust and confidence across generations, which is essential for families with more complex financial lives. For Michael and his team, there is no greater priority.

Credentials
– Chartered Retirement Planning CounselorSM (CRPC®)
– Connecticut life and health insurance licenses
– Series 7, 24, 52, 63 and 65 securities licenses

Life
– Outside of work, Michael enjoys spending time with his wife and three children.
– He also likes reading and playing golf or pickleball, his new favorite sport.
– Michael is a big fan of college basketball.

Susan has two-plus decades of extensive management experience in operations, compliance, and client service. She puts it to work every day for private clients, with a smile.
As a Senior Registered Client Service Associate for The Bordash Group at UBS Private Wealth Management, Susan is responsible for building and supporting long-term and trusted relationships with clients. Her strong communication skills and ability to work well under pressure means she thrives in the chaotic environments of financial markets with her ability to create structure and get things done.

Susan puts people at ease with her light humor and open, honest conversation. Through operational and service-related solutions and insights, she understands the importance of the role her team plays in clients’ lives—helping them navigate where they are and where they want to be personally and financially. Susan applies her strong sense of value, truth, and accountability in each relationship.

Susan began her career directly out of college as a Client Service Associate at Smith Barney. From there her career accelerated—to Trading and Service Director for a bank broker-dealer and most recently as Client Services Manager for State Street, a large mutual fund company. Hands-on customer service excellence is her passion today, serving ultra high net worth families and investors in 18 states from The Bordash Group’s base in Stamford, CT as well as their office in Sarasota, Florida.

“Despite working in financial services for over 25 years, there is always more to learn—the playing field is always evolving—from technology and new products to an ever-changing regulatory landscape. I am passionate about learning and superb client service. I strive to convey trust and detailed attention to each client.”

Past professional experience
• Client Service Associate, Smith Barney
• Mutual Fund Client Service Representative, Independent Financial Marketing Group
• Due Diligence Manager, Independent Financial Marketing Group
• Brokerage and Mutual Fund Director, Independent Financial Marketing Group
• Mutual Fund Client Service Leader- GE Asset Management

Credentials
• Series 7, 63, 24, 65 securities licenses

Life
• Susan and her husband of more than 20 years have three children.
• She enjoys reading and is an active member of her church, her children’s school and community basketball program.