Suzanne Cohen

Suzanne Cohen

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Volunteer Financial Mentor

Passionate About…

  • Budgetting
  • Purchasing a Home
  • Debt

“Suzi” enjoys working with clients, thrives on solving complex problems, and appreciates the opportunities for continuous learning. In 2023, Suzi joined Mercer Advisors through the acquisition of Private Asset Management, Inc. (PAM). At PAM she spent 24 years on the client service and operations side of the business and the last 3 years as CFO. Through this journey Suzi has fostered strong bonds with clients and colleagues. She brings a unique blend of client-centricity, analytical prowess, and a perpetual quest for improvement in every endeavor. A graduate of the University of Nevada, Las Vegas, she continued west to San Diego. Outside of work Suzi enjoys all that San Diego has to offer from the beaches to the nearby mountains. Over the last 10 years she has also served on a number of local non-profit boards.

A quote I live by is...

``Live with beginner’s mind, which is open to all possibilities.``

A social cause I care about is...

Helping the elderly. I volunteer for a foundation that focuses on supporting a senior living community in the San Diego area. Through my work with them, I hope I am helping seniors live in dignity and comfort through this phase of life.

A unique thing about me is...

I love to try new things and travel to new places. Figuring out where to eat, what to see, and how to get around in a new city is such a wonderful adventure to me. Whether it is a road trip or flight that is needed to get to the destination, my bags are packed!