Meet our Quorum
Sue Schaeffer
Sue Schaeffer is a founding member of Quorum Private Wealth; she left Merrill Lynch after 10 years to launch QPW in April 2021. Prior to Merrill, Sue practiced as a CPA, working her way up the ranks at Ernst and Young's Financial Services Office over her 10-year tenure, simultaneously earning her Master’s in Business from Columbia University.
Currently based in Danville, Sue started her career in NYC, and prior to that, attended Boston College.
At Quorum, Sue works with a wide array of clients, but particularly enjoys helping women better understand their finances and gain more control over their financial futures.
Outside of her work at Quorum, Sue is active on the board of Financial Women of San Francisco, serving as the organization’s president in 2024.
She was named a Top Women Wealth Advisor in Northern California by Forbes | SHOOK Research Best-in-State Awards for 2023, 2024 and 2025. She also received a Pathfinder award, spotlighting outstanding achievements in 2024 from Wealth Solutions Report.
Sue is also a Chartered Retirement Planning Counselor.
Insights from Sue Schaeffer
Do women need to take a different approach to wealth?
When it comes to women and money, the financial services industry sometimes misses the mark. Certain assumptions—like the
Tax prep versus tax planning
For many Americans, the thought of taxes goes hand in hand with mild anxiety. That anxiety can lead
What Is Tax-Loss Harvesting?
Tax-loss harvesting involves identifying investments that have lost money on paper (unrealized loss), then selling them to officially
Wealth building for women: How is it different?
Women face certain realities that can make building wealth more complicated for them than for men. Sue explains how an advisor can help.
Women: Get the most out of your financial advisor relationship
There are so many misconceptions around how women handle money, and they can impact how women interact with financial advisors. Sue Mazzetti reviews common questions.
As markets hover near all-times high, Sue Mazzetti asks Sanctuary Wealth's Mary Ann Bartels whether the bull market can last througgh the upcomin elections.
