Susan Portnoi, CPA/PFS
Senior Wealth Advisor
Prior Experience: Tax Manager, Touche Ross; Tax Consultant, Delphi Asset Management
Education: Bachelor’s degree in accounting, University of Miami; MS in taxation, Seton Hall UniversityWhat drew you to wealth management?
I wanted to venture beyond tax accounting. As a wealth advisor, I leverage my tax background, but it’s just one part of the larger picture — I’m involved in all aspects of my clients’ finances. Plus, I thrive in an environment where I can help people, which is what wealth management is all about.Why does Traust Sollus exist?
Quite simply, to help people get what they want out of life.What makes you passionate about what you do?
I love interacting with my clients and colleagues. I have the opportunity to work with a great group of people.What is your preferred pastime?
I enjoy being with my family, and when I’m not with my family, I like to read. I also like to play golf. It’s extremely challenging, but the small successes keep me coming back for more.