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Education

M.B.A., The Fox  School of Business at Temple University

B.B.A. in Finance and Marketing, Temple University

Wealth Planner, Vice President

Susan Black, CHFC®

Susan Black, ChFC®, is a Wealth Planner in Glenmede’s Philadelphia office. She is responsible for providing comprehensive wealth planning for Glenmede clients. She analyzes financial data, and develops and monitors wealth plans targeted to client’s goals and objectives. Areas of expertise include retirement, investments, education, risk management, and estate. Ms. Black has over two and a half decades of experience in wealth planning.

Prior to joining Glenmede, Ms. Black was the Director of Financial Planning at eMoneyAdvisor where she was responsible for development and maintenance of all financial planning related software features as well as sales and training. Ms. Black has domain expertise in financial planning software and oversees the day to day management and support of Glenmede’s technological offering of wealth plans and client deliverables.

Ms. Black received her Master of Business Administration degree in finance from the Fox School of Business at Temple University, and a Bachelor of Business Administration degree in finance and marketing from Temple University. She is also a Chartered Financial Consultant® and a member of the Philadelphia Estate Planning Council.

Education

M.B.A., The Fox  School of Business at Temple University

B.B.A. in Finance and Marketing, Temple University