Susan Black

Susan Black came to the practice of wealth management with a foundation of more than 20 years of entrepreneurial, marketing, financial services and philanthropic successes. In her role as a Senior Wealth Advisor, Susan’s mission is to provide guidance to her clients, which include individuals, families, and organizations, in aligning their long-term goals with appropriate investment and planning strategies.

Susan previously was a Managing Director at Sapers & Wallack, and a Financial Advisor at UBS and Credit Suisse. As an entrepreneur, she created two companies, including a marketing and promotions company, which she sold to a global, publicly traded company and a successful consultancy firm. In addition, Susan built an advocacy organization that was incorporated into a large not-for-profit. She has worked on the management teams of Israel’s Ben Gurion Airport and Israel Aircraft Industries.

Susan holds the CERTIFIED FINANCIAL PLANNERTM professional designation and earned dual master’s degrees in Management and Educational Counseling from Cambridge College following undergraduate work at Wellesley College and Bar Ilan University.