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Susan Wolf

AFIM

Susan Wolf serves as Senior Vice President, Senior Investment Officer for First Commonwealth Advisors. She has over twenty-five years of experience managing investment portfolios for individuals, trusts, retirement accounts, charitable foundations and municipalities.

Before joining First Commonwealth Advisors through a merger with Delaware County Bank, Susan served as the Senior Investment Officer for the Delaware County Bank and Trust Company (DCB) managing an investment portfolio of over $340 million. She is responsible for management of the Central Ohio region and is a member of the Investment Team that directs the investment strategy for the Wealth Management Division.           

Susan graduated from Wright State University with a Bachelors of Science in Business. She holds a Series 7 securities license and has the Accredited Fiduciary Investment Manager designation, demonstrating an in depth knowledge and competency in fiduciary studies.

Susan has held many leadership roles in the Central Ohio and Delaware County community. She currently is a member or serves on the following committees:   Worthington Estate Planning Council, Delaware County Community Foundation Advisory Committee, Delaware County Foundation Scholarship Committee and Columbus Foundation Advisory Committee.

Broker Check by FINRA

Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.

Infinex and First Commonwealth Bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

Not Guaranteed by the Bank. Note FDIC Insured. NOT A Deposit. Not Insured by a Federal Government Agency. May Lose Value including Loss of Principal.

 

Susan Wolf
Senior Investment Officer
Central OH
740-657-7814
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