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Sue Metcalf, CFA
Managing Director & Head of Municipal Research

Sue Metcalf, commenced her professional career at Kidder Peabody & Co., Inc in Seattle in 1983 following her graduation from Whitman College. In addition to co-founding Morton Clarke Fu & Metcalf in 1995 Sue also earned a Master's of Science Degree in Finance from Seattle University and completed her CFA charter in 2001. She has been involved with in-depth quality municipal research throughout her entire career and is regarded as an exceptional analyst. She is actively involved in advising both retail and institutional clients concerning research-related municipal issues.

Licenses

  • Financial and Operations Principal
  • General Securities Principal
  • General Securities Representative
  • Municipal Securities Principal
  • Municipal Securities Representative
  • Registered Options Principal
  • Operations Professional

Phone  | (206) 484-7334

Email   |  suemetcalf@bloomberg.net | susan.metcalf@cald.com