Profile
Ms. Susan M.
Rourke, CFA, is a Portfolio Manager at 1620 Investment Advisors, Inc. She has over twenty five years of direct investment experience.
Prior to joining 1620 Investment Advisors, she worked for four years at Equitable Bank in their trust department as an analyst and portfolio manager.
After relocating to Massachusetts in 1987, she spent eight years at Sinclair & Associates in Boston and continued with a successor company (Seaward Management Corp.) for four years.
Her positions at Sinclair and Seaward included compliance manager, analyst for various industries, and portfolio manager for both equity and fixed income securities.
She graduated in 1981 with honors from Goucher College in Maryland with a degree in Economics.
She received her CFA designation in 1995.
Sue Rourke active positions
| Companies | Position | Start |
|---|---|---|
1620 Investment Advisors, Inc.
 1620 Investment Advisors, Inc. Investment ManagersFinance 1620 Investment Advisors, Inc. (1620) is an independent, SEC-registered investment advisor headquartered in Plymouth, Massachusetts. The firm was founded by Todd A. Johnston in 1999. 1620 provides investment management and financial planning to individuals, business owners, and financial services firms. | Analyst-Equity | 31/08/1999 |
Former positions of Sue Rourke
| Companies | Position | End |
|---|---|---|
The Equitable Bank, S.S.B.
 The Equitable Bank, S.S.B. Savings BanksFinance Part of TEB Bancorp, Inc., The Equitable Bank, S.S.B. operates as a state chartered savings bank. The company is based in Milwaukee, WI. Jennifer L. Provancher has been the CEO of the company since 1991. | Corporate Officer/Principal | - |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Corporate Officer/Principal | - |
Training of Sue Rourke
| Goucher College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
1620 Investment Advisors, Inc.
1620 Investment Advisors, Inc. Investment ManagersFinance 1620 Investment Advisors, Inc. (1620) is an independent, SEC-registered investment advisor headquartered in Plymouth, Massachusetts. The firm was founded by Todd A. Johnston in 1999. 1620 provides investment management and financial planning to individuals, business owners, and financial services firms. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
The Equitable Bank, S.S.B.
The Equitable Bank, S.S.B. Savings BanksFinance Part of TEB Bancorp, Inc., The Equitable Bank, S.S.B. operates as a state chartered savings bank. The company is based in Milwaukee, WI. Jennifer L. Provancher has been the CEO of the company since 1991. | Finance |
- Stock Market
- Insiders
- Sue Rourke
