CHIEF EXECUTIVE OFFICER
Susan is an accomplished executive with over twenty-five years of experience in financial services and a proven record of success navigating and advancing change. Her most recent professional roles include Chief Executive Officer and Chief Investment Officer. In these roles, strong leadership skills have helped her succeed in promoting a forward-thinking vision. She shares some her most recent work in a talk for TEDx, Can Happy Make You Money?
“Battle-tested” insights from years as a portfolio manager of institutional, endowment and private client assets have been essential ingredients in the development of the rigorous, process driven approach to investment management and financial strategy utilized for LEVATUS clients. Susan’s hands-on investment experience spans asset classes from emerging markets to fixed income to currencies to U.S. equities and has a breadth that is rare in this industry. This, in combination with years of research in social sciences and fields outside of finance, informs the cutting-edge work that is the hallmark of LEVATUS. Work that helps clients think deeply about where success begins for them, and then integrates this essential foundation into strategy.
Susan is a champion of simplicity and purpose as roads to success and is a wonderful example of female leadership, innovation and entrepreneurship in the financial services industry. She is proud to have recently been selected for the 2019 Women’s Choice Award and to be part of company that celebrates diversity and the female advisor. Check out other News, Articles and Talks via the links below.
LEVATUS strongly believes in supporting our community. Susan currently serves on the Board of Directors for the Massachusetts Association for Investment Advisors. She also feels lucky to work on several community based philanthropic boards, extending her passion for “the power of empowerment”.
Little thing that makes her laugh:
“Calvin and Hobbs Comic Strips...The Days Are Just Packed.”