• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MO
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• RI
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

About Susan 'Sue' Bordash

Susan began her career at the original Morgan Stanley in 1979, during an era when women joining and surviving brokerage firms was an exceptional feat. Beating the odds, Susan thrived in the male-dominated environment because of her analytical mind and persistence. With her natural relationship management skills, she quickly honed her craft by learning directly from some of the best minds in the industry.

Forged from the fire of Wall Street, Susan’s understanding of the industry and her high-touch, detail-oriented style attracted sophisticated financial services professionals as her top clients. Today, as a UBS Private Wealth Advisor and founder of Bordash Group, Susan advises long-term relationships of ultra high net worth investors and families. She was recently recognized by Forbes magazine as one of its Top Women Wealth Advisors for 2022, 2024, 2025, 2026. The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

Susan and her team guide clients in every critical area of wealth management—investment management, financial planning, wealth accumulation and preservation, estate planning strategies and philanthropy. Busy with their businesses and lives, Susan’s clients appreciate the care and time Bordash Group takes to understand their priorities and goals. The team believes that truly caring about clients begins with transparency, accountability and building long-lasting relationships grounded in trust and collaboration.

As a result, Susan has become her clients’ first call for advice, whether financial or personal. Given her tenure in the business and experience investing in many different market cycles, she offers a world of perspective and problem-solving skills, as well as access to the expansive global resources and platforms of UBS Private Wealth Management. Susan is also a Certified Exit Planning Advisor® who helps businesses with mergers and acquisitions. As true client advocates who are always connected to clients and their investments, she and her team are prepared to go above and beyond to provide the services and solutions clients need.

Bordash Group serves clients in 18 states from their base in Stamford, CT and Susan’s second and now primary home in Sarasota, FL. 

• Forbes Best-in-State Wealth Advisors, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Women Wealth Advisors Best-in-State, 2022, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• State University of New York, Binghamton, Management

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

About Michael Brennan

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, 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 our team 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.

Past professional experience

• Financial Advisor/Financial Planner
• Securities Analyst, Columbus Circle Investors
• Registered Sales Assistant, Merrill Lynch

Credentials

• Chartered Retirement Planning Counselor™SM (CRPC®)
• Series 7, 24, 52, 63 and 65 securities licenses

Education

• M.B.A., Sacred Heart University
• B.A., economics, University of Connecticut

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.

• University of Connecticut, B.A. Economics
• Sacred Heart University, M.B.A.

• AZ
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• IL
• IN
• LA
• MA
• MD
• ME
• MI
• MN
• MO
• NC
• NH
• NJ
• NV
• NY
• OH
• OR
• PA
• PR
• SC
• TN
• TX
• UT
• VA
• VT
• WA
• WI
• WY

About Susan Howard

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, 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.

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, 24, 63 and 65 securities licenses

Education

•  B.B.A, Loyola University

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.

• Loyola University, B.B.A.