Senior Managing Director
As Senior Managing Director of Northern Trust - Winnetka, Susan leads a wealth management team dedicated to the delivery of integrated wealth advisory services to individuals, families, family offices and charitable entities.
Prior to assuming her current role, she served as the Director of Client Development for the Central Region and as member of the Central Region Operating Group.
Earlier in her career, Susan relocated to New York where she spent 5 years as part of the team charged with establishing Northern Trust’s first office in the Northeast.
Susan is a graduate of Vanderbilt University where she received a B.E. in Mechanical Engineering.
She is Series 7 and 66 licensed, is a registered securities principal (Series 24), and is a member of the Wealth Management Leadership Group
As managing director, Susan leads a team of more than twenty partners in Northern Trust's Winnetka office who are dedicated to helping clients with investment, trust and estate planning, wealth planning and private banking services and advice. Northern Trust is a leading provider of wealth management services for more than 128 years.
Susan is a former Peace Corps volunteer, an avid traveler, and can often be found enjoying time at her cottage with family and friends.