Our team

Sue Park Morse

Managing Director, Portfolio Services

22 Years with H&W

31 Years of Industry Experience

Ms. Park is responsible for the third-party back office service provider relationship which includes trade settlements, corporate actions processing, portfolio reconciliation and performance measurement.

Prior to joining the firm, Ms. Park was the Supervisor of Investment Results at Capital Guardian Trust Company. She began her career with Security First Group in the Treasury Division. Ms. Park received her BS in Math/Applied Science with a Specialization in Computing from the University of California, Los Angeles.