Susan Roth joined Westport Resources in June 2002 and for the past six years has been the Client Relations Manager for the Private Client Group.  In that role, she worked closely with the firm’s Chief Executive Officer to handle all operational and planning metric aspects of private client servicing. 

In her role as Director of Business Development,  Ms. Roth is responsible for the growth of the firm’s professional affiliate team of registered representatives and investment advisors along with the development of both the broker/dealer and the investment advisor platforms. 

Ms. Roth has more than 15 years of financial services experience, including her previous employment as an investment associate with UBS Paine Webber in Westport where she managed six professionals in the Operations and Communications Department, and recommended and managed stock selections for individually managed accounts.

Ms. Roth earned her B.S. degree in Business Administration from Boston University. She holds Series 7, 63, and 65 licenses in addition to her licenses in Life, Health and Variable Annuities.

Susan and her husband reside in Milford, Connecticut.