As Bogart Wealth’s Compliance Officer, Suzanne assists the firm in meeting its regulatory obligations. She brings 19 years of industry experience to Bogart Wealth, with 15 years focused on investment advisory compliance programs.
Suzanne is a graduate of Colgate University, with a Bachelor of Arts in Economics. She is an Investment Adviser Certified Compliance Professional (IACCP®).
Suzanne lives in Northern Virginia with her husband and two daughters. Outside of work, she enjoys playing tennis and baking with her children.
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