Susan leads execution on a wide range of transactions, restructuring, and advisory services including M&A, ESOPs, and strategic alternatives consulting across a range of industries.


Prior to joining Verit, Susan focused on M&A advisory with middle market companies at William Blair and Lazard. She has experience across various types of transactions including sell-side, buy-side, and corporate divestiture assignments involving both public and private companies.

Before joining Lazard, Susan worked at The Travelers Companies in buy-side fixed income research, evaluating investment opportunities across the investment grade, high yield, municipal bank loan, and private placement markets.


CFA® charterholder and is a member of the CFA Institute; member of NCEO and The ESOP Association; serves as a member of the Finance Advisory Committee for The ESOP Association and a trustee for the Employee Ownership Foundation; member of Chicago Financial Exchange; board member of Between Friends.


Bachelor of Business Administration in Finance from the University of Notre Dame; Master of Business Administration from the University of Chicago Booth School of Business; member of FINRA: Series 63 and 79.

senior advisors