Client Advisory

Biography

Susan is a Partner in the Los Angeles office.

Prior to joining Cerity Partners, Susan served as the Business Development Officer and a Managing Director and Principal at Covington Capital Management. At Covington, Susan functioned as the firm’s Brand Ambassador. A natural connector, she introduced Covington into her many networks to identify prospective clients who can benefit from their expertise. She also introduced the firm to compatible professionals whose clients are in the market for sophisticated wealth management support.

Susan joined Covington in 2013 after spending many years practicing law as a partner in large national law firms. As part of her law practice, she advised high-net-worth individuals and families on issues including ownership and capital structure, corporate governance, expansion financing, operational and management tactics, capital events and exit strategies. During her years as a law firm partner, she built relationships with a large number of high-net-worth families and the professionals who serve them.

Susan is passionate about mentoring, skiing, and cooking.

Education

  • B.A. from the University of Michigan, Ann Arbor
  • JD from the University of Michigan Law School

Highlights

  • Member of the State Bar of California
  • Board Member at the Los Angeles Dodgers Foundation
  • Board Member at the Women’s Leadership Council
  • Executive Committee Member for Women of ACG (Association for Corporate Growth)
  • Past Board Member at Minds Matter Los Angeles

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.