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Susan McHugh

Investment Operations Specialist

Susan McHugh is an investment operations specialist at Octavia Wealth Advisors. Her main responsibilities include reviewing and processing trades both on and off the trading platform. Susan believes that processing trades in a centralized manner helps to reduce errors and benefits the firm and clients. She loves building strong relationships with the Octavia team as they work together to deepen client trust and loyalty while helping to meet their financial goals.

Prior to joining Octavia in 2020, Susan gained over 25 years of trading experience. She began her career with Fidelity Investments, before moving on to Fifth Third Securities and The O.N. Equity Sales Company.

On the personal side

Susan is happily married and has three children, three grandchildren, and a poodle. In her spare time, she enjoys volunteering in the nursery at church, vacationing with her family, and taking her dog for a nice walk.