Fundraising Fox

Susan Wedelich

Investor

Senior 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.

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Experience

  1. Westwood Holdings Group, Inc.Senior Vice President, Private Wealth Advisor at Westwood Wealth Management - Houstoncurrent2020 — presentHouston, Texas, United States
  2. Westwood Holdings Group, Inc.Vice President, Private Wealth Advisor at Westwood Wealth Management - Houstoncurrent2017 — presentHouston, Texas
  3. JPMorgan - Private BankExecutive Director2002 — 2017Houston, Texas
  4. Harris County Probate Court Number 4Staff Attorney2001 — 2002Houston, Texas
  5. Crain, Caton & JamesAssociate Attorney1999 — 2001Greater Houston

Education

  1. South Texas College of Law HoustonDoctor of Law (JD), Tax Law/Taxation1995 — 1999
  2. Texas A&M UniversityBachelor of Science (B.S.), Political Science and Economics1988 — 1992
  3. Marian Christian High SchoolHigh School Diploma1984 — 1988
  4. Corpus Christi Catholic Schoolelementary school/ junior high1974 — 1984

Skills & more

NegotiationStrategic PlanningStrategyLegal ResearchLegal WritingLitigationWillsEstate AdministrationHigh Net Worth IndividualsGuardianshipAsset ManagementWealth Management
+8 moreBankingFinancial AnalysisTrustsEstate LawContract NegotiationReal EstateBudgetsEstate Planning

From Susan's professional profile.

Same school

Also attended South Texas College of Law Houston1

Amy VirdeeLegal Counsel at Parkwalk Advisors

Also attended Texas A&M University104

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

+ 98 more

Shared employers

Also worked at JPMorgan - Private Bank689

Rishi ModiInvestor at GV (Google Ventures)Akshat GoenkaInvestor at Moonfire VenturesNaseem MoumeneVice President at NorthzoneFranklin BiGeneral Partner at Pantera CapitalMegan LightcapPartner, Creator Fund at Slow VenturesNatalie SchmitkeManaging Director Capital Networks at Burda Principal Investments

+ 683 more

Colleagues at Westwood Holdings Group

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
Nisha Mathews
Vice President, Private Wealth Advisor, JD at Westwood Holdings Group