Menu

Susan M. Clausen, AIF®, CRPCVice President, Financial Advisor

  • 222 South Main Street
    Suite 220
    Akron, OH 44308
  • 330.535.4550
  • LinkedIn

Susan joined CAPTRUST in 2009 as a financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. Prior to joining the firm, Susan served as a retirement benefit manager for Quaker Oats, and has worked in the industry since 1978.

Susan is part of CAPTRUST’s Akron office, which has been recognized annually in PLANSPONSOR Magazine’s Top 100 Retirement Plan Advisors in America. 

EDUCATION

  • Bachelor of Arts degree in history from Northwestern University
  • National Graduate Employee Benefit degree in Employee Benefit Trust from Northwestern University

INDUSTRY DESIGNATIONS

  • Accredited Investment Fiduciary (AIF®)
  • Chartered Retirement Planning Counselor (CRPC)

AWARDS AND RECOGNITION

  • NAPA’s Top Women Advisors list, 2015, 2016, and 2017 
  • 2009 PLANSPONSOR Magazine Retirement Advisor Team of the Year

INDUSTRY INVOLVEMENT

  • ASPPA WEB -Worldwide Employee Benefits-Cleveland Chapter Ohio Employee Ownership Center

Personal Profile

Hometown:
Chicago, IL
Favorite Book or Movie:
Last of the Mohicans and Catherine the Great
Ideal Dinner Guest:
My father, Leonardo Da Vinci, and John Adams
Words to Live By:
Creativity is allowing yourself to make mistakes. Art is knowing which one to keep.
Qualities I Admire in People:
Honesty, optimism, and confidence
Favorite Philanthropy:
https://www.provhouse.org/