Professional: Mrs. Susan Bracken is a Portfolio Associate for Cornerstone Management. She is responsible for the daily accounting and reconciliation of all accounts and meets the various reporting needs of our individual and institutional clients. Mrs. Bracken also provides assistance to our institutional clients with their annual audit processes. She also serves as point person for the firm’s Portfolio Reporting Software and for increasing efficiency in all related areas. Susan has been instrumental in working with our various custodians to implement cost basis requirement updates.
Experience: Susan has worked in various fields of finance over the last 20 years including banking, commercial, and other nonprofit environments. Through her varied exposure, she has gained extensive knowledge of several software programs and accounting practices that enhance her ability to serve Cornerstone in her current role.
Education: BS Business Administration, Magna Cum Laude, Bryan College, TN - 1991
Personal: Susan lives in Lilburn with her husband Everett, daughter Lauren, and son Daniel. She is an avid tennis player, enjoys all types of music, and loves spending time with family and friends.