Leith serves as Chief Financial Planner for Counsel Fiduciary. Prior to joining Counsel Fiduciary in June 2006, Leith spent six years at Merrill Lynch providing planning and investment advice. Previously, she worked for twelve years as an independent financial planner and business consultant in New York City and Washington, D.C. Leith received bachelors and masters degrees from the University of Michigan where she focused on risk management, decision analysis, and applied economics. Leith holds memberships in the Financial Planning Association, the National Committee on Planned Giving, and MENSA. Her philanthropic work includes personal finance curriculum development for the NYC Board of Education.
Susan serves as Chief Investment Officer for Counsel
Fiduciary. Prior to joining Counsel Fiduciary, Susan
spent eighteen years serving as a process/quality
control engineer to a number of manufacturing firms.
Susan brings her experience with statistical quality
control and process management to Counsel
Fiduciary, providing clients with a level of both
statistical and process due diligence rarely found in a
wealth management firm. Susan graduated from the
University of Michigan in 1987 with a bachelors in
Industrial and Operations Engineering. She
supplemented that background with a masters
in Statistics from Carnegie Mellon in 1990. Susan
has been a Chartered Financial Analyst (CFA) since
2011, and a Certified Financial Planner (CFP) since 2018.