With more than three decades of experience in the financial services industry, Susan has worked on some of the most dynamic areas of the business, from operations and credit analysis to strategic platform development and large-scale change initiatives. Her professional journey has taken her from the back office to the executive team, helping companies grow, evolve, and navigate complexity with clarity and intention.
She specializes in connecting vision to execution, bringing structure to ideas, guiding teams through growth, and helping individuals realize their full potential. Whether mapping out a multi-year business plan, mentoring a next-generation advisor, or supporting seasoned professionals through transition, her focus remains the same: scaling without losing authenticity.
As Chief of Staff, she serves as a strategic partner to the leadership team, aligning people, processes, and ensuring OneTeam delivers on our promise to clients. She thrives in this role because it allows her to blend big picture thinking with hands-on problem-solving, all in the service of helping our firm and our clients thrive.
Susan is a proud graduate of Rutgers University-New Brunswick. She lives in Colts Neck, New Jersey, with her husband of nearly 20 years and their twin teenage boys. She is passionate about family, faith, and the power of community, and finds joy in life’s simple pleasures: discovering a good bottle of wine, sharing good stories over a great slice of pizza, and relaxing at the beach.