Client Service Associate
Get to know Susan:
Susan Defazio is a Client Service Associate at Kathmere Capital Management. She is the first point of contact for clients of the firm who have day-to-day account service needs.
Susan is a 20-year veteran of the financial services industry having worked for a large Wall Street bank as well as a small boutique wealth management firm. Her unique experience and perspective is invaluable as Kathmere shapes the client experience of the future.
Susan is a graduate of New Mexico State University but has lived in the Philadelphia area for most of her life. She has two children, both of whom are recent college graduates. Susan lives in Ambler PA with her husband Harold.