Susan serves as a Managing Director, Lead Relationship Executive at Geller Advisors. Her primary focus is to help clients achieve all of their wealth goals through effective, integrated wealth planning and management. Susan serves as a member of the leadership team and is also on the firm’s Investment Committee.
Susan has over 25 years of investment experience advising families on all aspects of wealth management. This includes investments, cash management, and wealth transfer strategies. She has expertise in developing, advising, implementing, and managing clients’ investment portfolios across all asset classes such as hedge funds, private equity, and real estate.
Susan is recognized for her leadership role in engaging and supporting ultra-high-net-worth women as they create and manage wealth. She has a large client base of women that includes entrepreneurs, business owners, entertainment, fashion and financial executives and inherited wealth. She is a dedicated and passionate partner, engaged mentor, and an outspoken ally who helps her clients find financial freedom, control, and comfort with their wealth.
Susan’s work on behalf of clients throughout her career has been recognized by the Financial Times who named her one of the Financial Times Top 100 Women Financial Advisors in America, and by Private Asset Management (PAM) as one of The 50 Most Influential Women in Private Wealth. Her insights on wealth management have also appeared in a range of financial media from The Wall Street Journal to Worth magazine.
Prior to joining Geller Advisors, Susan advised high-net-worth individuals at BBR Partners, Citigroup’s Private Bank, Morgan Stanley, and Sanford C. Bernstein. Earlier in her career, she lived in London where she served a large international client base as a management consultant.
Susan received a Bachelor of Science in Finance and Investments from Babson College. She has lectured on the topic of Asset Allocation and Optimization to the Institute of Private Investors (IPI) at The Wharton School.
Contact Susan at: firstname.lastname@example.org