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.
