“We dig deep to evaluate your support structure, technology, staff, and processes. We don’t begin with questionnaires, templates, or surveys. We begin with your story and work with all levels of your firm’s staff to determine the underlying issues. Only then can we develop a solution that is right for you.”
Sue Glover, president of Susan Glover & Associates
Sue Glover, president of Susan Glover & Associates, LLC (SG&A) is a leading technology and operations resource to the independent financial advisory and wealth management community. Her focus is on incorporating technology into the business practice and project management. Sue’s expert advice and counsel to firm as a liaison to vendors has resulted in successful implementations and conversions.
Sue has deep and significant experience in the industry, including serving as vice president of operations for an investment advisory firm specializing in separate account investment management for high-net-worth clients. Additionally, she held various positions in the financial services industry including 7 years with HSBC and consulting roles with Allstate and Mercer.
Sue also speaks to small-to-large groups within the independent advisory and wealth management community.
Sue earned a bachelor’s degree in accounting and finance from Northern Illinois University and a master’s degree in computer science and management information systems from DePaul University.