Susan Black is a wealth management financial advisor.

Susan joined the firm in late 2024, when Boston Financial Management became CAPTRUST. She came to the practice of wealth management with a foundation of more than 20 years of entrepreneurial, marketing, financial services, and philanthropic successes.

Her mission is to provide holistic guidance to individuals, their families, and organizations that are meaningful to them.  She knows that aligning long-term goals with appropriate investment and planning strategies is critical to each client’s definition of success.

Susan is committed to providing dedicated personal attention and custom solutions to build and preserve wealth. Her collaborative management style engages her clients’ other professional advisors to build in tax efficiency and estate planning objectives.

As an entrepreneur, Susan created two companies, including a company she sold to a NYSE-traded company and a successful consultancy firm. Susan also built an advocacy organization that was incorporated into a large not-for-profit.

Susan has designations as a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy and Accredited Estate Planner. She earned dual master’s degrees from Cambridge College following undergraduate work at Wellesley College, Bar Ilan University and the Israel Teachers’ Institute.

When not working, Susan dedicates time to her family, friends, and community. She serves on several boards and committees in a variety of nonprofits. She loves to cook, entertain, travel, and sail.