“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 brings over 30 years of operations and technology management experience to the RIA and wealth management community. As an independent consultant without vendor allegiances, her focus is on the best operational structure and technology to support your growing business. Expert project management advice and liaison to vendors has resulted in successful technology decisions, implementations, and conversions.
Her deep and significant experience in the industry includes serving as vice president of operations for an investment advisory firm. Additionally, she held various positions in the financial services industry including 7 years with HSBC and consulting roles with Allstate and Mercer.
Sue’s passion for educating advisory firms has led to many articles on successful practice management and technology solutions. These have been published in various industry-leading resources including Barron’s, Morningstar, Advisor Perspectives, and Private Asset Management.
Sue was recently appointed board member at Inspire Trust Company, a trust bank designed to meet the needs of people receiving proceeds from personal injury matters.
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. She is a mother of two grown daughters, a grandmother, an avid cook, and enjoys spending quality time with her husband Steve and hound mix Turtle.