- B.E. in Mechanical Engineering from Vanderbilt University
- Series 7 and 66 licensed
- Registered securities principal (Series 24)
As managing director, Susan leads a large team of professionals on the North Shore who specialize in tailored advise and sophisticated solutions for executives, business owners and families with multigenerational wealth.
As Senior Managing Director of Northern Trust Winnetka, Susan leads a wealth management team dedicated to the delivery of integrated wealth advisory services to families, family offices and charitable entities. She is also a member of the Wealth Management Leadership Team. Susan previously served as the Director of Client Development for the Central Region, assuming sales management responsibilities for headquarters in Chicago, and extending throughout the Midwest. Earlier in her career, Susan spent several years in New York working to establish Northern Trust's presence in Manhattan and the Northeast.
Susan serves as a mentor for the Neighborhood Entrepreneurship Lab, a joint venture between Accion (a Certified Community Development Financial Institution) and Chicago Community Trust. She is a former Peace Corps volunteer.