M. Susan Van Bergen
M. Susan Van Bergen has provided superior banking and investor relationship services to clients for over 25 years. She joined LCM in 2004 and as Managing Director of Client Relations, Susan is the “first point of contact” for both new and existing clients. Susan maintains ongoing and close personal contact with the Firm’s clients throughout the year and actively participates in each client’s portfolio review process. All clients’ requests for account servicing are either personally handled by Susan or assigned by her to the appropriate team member for processing. Additionally, Susan oversees all client communications and educational seminars.
Susan started her financial career at the Madison Avenue branch of Morgan Guaranty Trust in New York City and was one of the early female graduates of the Chase Manhattan Bank credit officer program. Afterwards, she spent numerous years with Algemene Bank Nederland, (ABN) in NYC, lending to the diamond and gold industry. She later joined the Citibank Private Bank in New York and Palm Beach, working to help each client with their investment and credit strategy in the context of their overall financial plan. Susan then worked with Banker’s Trust Company helping to establish and build a presence for Bankers Trust in Florida. Prior to joining LCM, she was a Vice-President in the Private Client Group of Wachovia Wealth Management in Boca Raton, Florida, where she was a relationship manager and successful new business developer.
Susan earned a Bachelor of Arts Degree in Finance from the College of Notre Dame of Maryland in Baltimore, Maryland and has completed courses of study for multiple securities industry licensing programs.
M. Susan Van Bergen
Managing Director, Client Relations