Sue English Mazzetti
Partner
As one of the co-founders of Quorum Private Wealth, Sue brings a decade of wealth management and a decade of public accounting to the team’s experience and capabilities. Sue serves as a client relationship manager focused on developing financial strategies and advice for individuals, their families and their businesses. She has a particular passion for working with women, to empower them with financial literacy. She works closely with our clients’ full team of advisors, including attorneys and accountants, to provide a coordinated approach to wealth management, including wealth transfer, tax minimization and estate planning.
Prior Work Experience
Recognition
Accreditations
Education
Volunteer Service
Personal
Merrill Lynch Wealth Management:
Vice President, Senior Financial Advisor
Ernst & Young:
Senior Manager, International Capital Markets Practice
Forbes/SHOOK "Top Women Wealth Advisors Best-in-State" 2023, 2024
Wealth Solutions Report “Pathfinder Award - Top Women Industry Leaders”, 2024
Forbes/SHOOK "Best-in-State Wealth Advisors" 2023
Certified Public Accountant, CPA (retired)
Certified Retirement Planning Counselor, CRPC®
Financial Women of San Francisco: President
Stanford Graduate School of Business, Haas School of Business - UC Berkeley, and University of Pennsylvania - Wharton Executive MBA: Financial Literacy Workshop Lecturer
Various community and school-related volunteer positions
Financial Women of San Francisco: President
Stanford Graduate School of Business, Haas School of Business - UC Berkeley, and University of Pennsylvania - Wharton Executive MBA: Financial Literacy Workshop Lecturer
Various community and school-related volunteer positions
Sue lives in Danville and has three young adult children. After years of weekends filled with the kids’ sporting events, Sue is enjoying spending more time traveling, hiking and gardening.
