bird sue bolt about me image

SUE BOLT

CLIENT SERVICE ASSOCIATE & CUSTODIAN LIAISON

MY FINANCIAL SERVICES CAREER BEGAN IN 1993

After many years in the banking industry, I shifted to wealth management in 2002. I am part of the Customer Service Associate team as well as the main liaison for all Private Vista’s institutional custodians. I take pride in the strong relationships that I have built over the last 20+ years. Through my daily interactions with clients, I do my best to ensure that I am meeting their needs promptly. I also enjoy problem solving and the many challenges that my job brings me each day.

MY PRIVATE VISTA

I love the outdoors! Birds are my passion, both indoor birds and birds in the wild, so I have taken up bird and nature photography in my spare time. The peace and calm that forests bring me as I visit various locations looking for birds, is a huge part of My Private Vista. My husband and I also very actively attend our grandchildren’s many sporting events and various other activities. The more time I can spend with our three adult children, their spouses, and our nine grandchildren, the better! My Private Vista for future years is to have more free time to enjoy the outdoors and to be able to follow the grandchildren’s activities, wherever they may take us!

COMMUNITY

  • Volunteer, Chicago Caged Bird Rescue Center