Susan Wedelich
InvestorSenior Vice President, Private Wealth Advisor at Westwood Holdings Group
Houston
About
Susan Wedelich is a Senior Vice President and Private Wealth Advisor at Westwood Wealth Management in Houston. She joined Westwood in 2017 and brings nearly 15 years of experience from J.P. Morgan, along with over 20 years of legal experience as an attorney. She holds a Juris Doctorate from South Texas College of Law and a Bachelor of Science from Texas A&M University, and focuses on financial planning and estate planning matters.
Experience
- Westwood Holdings Group, Inc.Senior Vice President, Private Wealth Advisor at Westwood Wealth Management - Houstoncurrent2020 — presentHouston, Texas, United States
- Westwood Holdings Group, Inc.Vice President, Private Wealth Advisor at Westwood Wealth Management - Houstoncurrent2017 — presentHouston, Texas
- JPMorgan - Private BankExecutive Director2002 — 2017Houston, Texas
- Harris County Probate Court Number 4Staff Attorney2001 — 2002Houston, Texas
- Crain, Caton & JamesAssociate Attorney1999 — 2001Greater Houston
Skills & more
NegotiationStrategic PlanningStrategyLegal ResearchLegal WritingLitigationWillsEstate AdministrationHigh Net Worth IndividualsGuardianshipAsset ManagementWealth Management
+8 more
BankingFinancial AnalysisTrustsEstate LawContract NegotiationReal EstateBudgetsEstate PlanningFrom Susan's professional profile.
Colleagues at Westwood Holdings Group
Amber Warner-Warr
Portfolio Analyst at Claret Capital Partners
Amy Lester
Senior Vice President, Relationship Manager at Westwood Holdings Group
Jordan Cowart
Vice President, Private Wealth Advisor, CFA, CFP at Westwood Holdings Group
Julie Cooper
Associate Vice President, Tax Manager - Wealth Management, CPA at Westwood Holdings Group
Karim Lakhani
Senior Vice President, Private Wealth Advisor, CFA at Westwood Holdings Group
Karla Dominguez
Senior Vice President, Private Wealth Advisor, JD at Westwood Holdings Group
Melissa McMillian
Senior Vice President, Private Wealth Advisor at Westwood Holdings Group
Michael Yan
Director of Wealth Investments, Fixed Income Portfolio Manager at Westwood Holdings Group
Frequently asked questions
- Who is Susan Wedelich?
- Susan Wedelich is a Senior Vice President and Private Wealth Advisor at Westwood Wealth Management in Houston. She joined Westwood in 2017 and brings nearly 15 years of experience from J.P. Morgan, along with over 20 years of legal experience as an attorney. She holds a Juris Doctorate from South Texas College of Law and a Bachelor of Science from Texas A&M University, and focuses on financial planning and estate planning matters.
- Where does Susan Wedelich work?
- Susan Wedelich is Senior Vice President, Private Wealth Advisor at Westwood Holdings Group.
- Where did Susan Wedelich go to school?
- Susan Wedelich studied at South Texas College of Law Houston (Doctor of Law (JD), Tax Law/Taxation); Texas A&M University (Bachelor of Science (B.S.), Political Science and Economics); Marian Christian High School (High School Diploma).
Same school
Also attended South Texas College of Law Houston3
Also attended Texas A&M University139
Kanu GulatiInvestor at Khosla VenturesNathaniel HardingManaging Partner at Cortado VenturesJackie PfisterChief Operating Officer at Mercury FundLisa RobertsChief Product Officer at Mercury FundBrent KeltonPartner & Texas Leader at Moneta VenturesClinton BybeeCo-founder & Managing Director, Emeritus at ARCH Venture Partners
+ 133 more
Shared employers
Also worked at JPMorgan - Private Bank831
Rishi ModiInvestor at GV (Google Ventures)Akshat GoenkaInvestor at Moonfire VenturesNaseem MoumeneVice President at Northzone, investing across complex and fragmented industries undergoing fundamental shiftsFranklin BiGeneral Partner at Pantera CapitalMegan LightcapPartner, Creator Fund at Slow VenturesNatalie SchmitkeManaging Director Capital Networks at Burda Principal Investments
+ 825 more