Susan serves as managing director of Geller Family Office Services. She has over 30 years of family office services experience including investments, financial management, and wealth transfer strategies. Throughout her career Susan’s work on behalf of clients 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 including The Wall Street Journal. Susan received a BS 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 of the University of Pennsylvania.
Susan serves as managing director of Geller Family Office Services. She has over 30 years of family office services experience including investments, financial management, and wealth transfer strategies. Throughout her career Susan’s work on behalf of clients 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 including The Wall Street Journal. Susan received a BS 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 of the University of Pennsylvania.
Is it time for a change?
In early 2014, I wrote on the topic of change and the reasons we consider when we make one. As we begin 2016, filled with new goals and objectives, it’s important to review past decisions and how they turned out. What worked? What didn’t? What adjustments, if any, should have been made to ensure the […]
