Jess S. Morgan & Company, Inc

Business Managment & Invesment Advisory Services

Susan Ollweiler
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Executive Vice President
Sue joined the firm in 1980 after working for the Beach Boys touring company. During Sue’s seasoned tenure with the firm she has worked with musicians, writers, producers, actors, directors, doctors, studio executives and high net-worth individuals. She has been intimately involved with administering estates, musical tours, financial and tax planning for clients, as well as complex real estate transactions and is a practicing licensed Trustee. Sue also has extensive experience working with public and private foundations, serving on their boards and acting as the executive director handling all aspects of the foundation’s operations.
 
In addition to serving on foundation boards, she is a member of Women in Philanthropy, Southern California Grantmakers, Institute for Families, and the USC Public Policy institute. Sue studied abroad at Cambridge University and graduated from UCLA where she earned a degree in Political Science.
 
323.634.2431

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contact us

Office Details:

5900 Wilshire Boulevard
Suite 2300
Los Angeles, CA 90036



Tel: 323.634.2400
Fax: 323.937.6532