President, Wise Counsel Research Associates
Susan is President of Wise Counsel Research Associates. She is a psychologist with extensive experience consulting to senior executives and leadership teams of Fortune 500 financial services firms. She helps firms design effective organizations, develop high potential executives, plan leadership succession, and integrate key leaders into new roles. Firms leverage her knowledge of psychology and organizational dynamics to optimize performance. As an executive consultant, she enables leaders to gain greater insight into their leadership and management styles and to maximize their influence and impact.
Susan has also consulted extensively with family businesses. She helps families make a positive impact through enhanced communication, decision making, cultivation of next generation leaders, and philanthropy. Susan is co-author of The Cycle of the Gift, The Voice of the Rising Generation, and Complete Family Wealth, all published by Bloomberg Press.
Susan served as the Senior Psychologist for John Hancock Financial Services, Senior Vice President for Wells Fargo Bank, and Professor and Program Director at Northeastern University.
Susan holds a Ph.D. in Psychology from Northwestern University and a BA in Sociology and Education from Simmons College. She is a member of the Collaboration for Family Flourishing.