Joined Northern Trust
- Bachelor of Engineering, Mechanical Engineering, Vanderbilt University
- Series 7 and 66 licensed
- Registered securities principal (Series 24)
As a Senior Managing Director, Susan leads a team of experienced portfolio managers, trust advisors and bankers who serve the complex needs of financially successful families and individuals. She is accountable for the delivery of exceptional advice and service to our clients.
Prior to assuming her current role, Susan served as the Director of Client Development for the Central Region, overseeing all business development efforts for Northern Trust's Wealth Management business in Chicago and throughout the Midwest.
Susan's experience also includes establishing Northern Trust's presence in new markets, and 10 years working directly with family offices across the U.S.
Susan currently serves on the Executive Committee of the Winnetka Caucus Council. She has previously served as a member of the Winnetka Parks Foundation Board of Directors, and as a Project Strategist for the Neighborhood Entrepreneurship Lab initiative.