Sue (she/her) partners with internal teams to ensure excellent financial oversight and compliance for our firm, philanthropists, and nonprofit community partners. Drawing on her financial planning and management experience, she oversees financial reporting processes and provides accounting and fiscal analysis to the Third Plateau team.

She was previously a senior tax accountant with Ernst & Young’s Exempt Organizations team in the Business Tax Services unit. As a tax accountant specializing in the nonprofit sector, she worked with a variety of charitable organizations to develop a deep knowledge of nonprofit finance and compliance issues.

Sue holds a Master in Accountancy from Golden Gate University and a B.A. in English from Rutgers University. She is an avid animal lover and enjoys hiking with her husband and their two dogs and playing with their two cats.