Susann Haas, CPFA®
Managing Director
Susann Haas is a Managing Director with Wealthspire and has more than 20 years of experience advising retirement plan sponsors and fiduciaries.
Susann specializes in helping clients navigate complex committe matters, bringing clarity and practical guidance to fiduciary governance, investment oversight, plan design, and related-employer and controlled-group considerations. She is particularly skilled at working with complex committees, helping fiduciaries evaluate differing perspectives and reach well-informed, well-documented decisions.
Susann supports clients with a disciplined investment oversight process, including investment due diligence and ongoing monitoring, investment selection, and the development of investment strategies aligned with plan objectives and participant needs.
Known for her problem-solving approach, Susann works closely with clients and their service providers when plan issues arise to identify the problem, evaluate potential solutions, and help establish a path forward. Her focus is on simplifying complexity, managing fiduciary risk, and supporting successful outcomes for plan sponsors and participants.
Susann specializes in helping clients navigate complex committe matters, bringing clarity and practical guidance to fiduciary governance, investment oversight, plan design, and related-employer and controlled-group considerations. She is particularly skilled at working with complex committees, helping fiduciaries evaluate differing perspectives and reach well-informed, well-documented decisions.
Susann supports clients with a disciplined investment oversight process, including investment due diligence and ongoing monitoring, investment selection, and the development of investment strategies aligned with plan objectives and participant needs.
Known for her problem-solving approach, Susann works closely with clients and their service providers when plan issues arise to identify the problem, evaluate potential solutions, and help establish a path forward. Her focus is on simplifying complexity, managing fiduciary risk, and supporting successful outcomes for plan sponsors and participants.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
