Susan Dahl
Chief Executive Officer
sdahl@levatuswealth.com | 617.505.4710
Susan is an accomplished executive and financial advisor with an exceptional ability to unravel complex, hard-to-define problems and drive meaningful solutions. She has over twenty-five years of experience in financial services and a proven record of success navigating change. Strong leadership skills have helped her succeed in promoting a forward-thinking vision of what wealth services can achieve. She shares some of her most recent work in a talk for TEDx, Can Happy Make You Money?
Investment and advisory experience, in combination with years of research and study in social sciences, informs the cutting-edge work that is the hallmark of LEVATUS Signature Services. The design of these processes 1) helps clients think deeply about where success begins for them and then formally integrates this essential foundation into strategy, 2) elevates the role of exceptional high-touch service, and 3) drives crystal-clear clarity around decision-making.
Susan’s real-world insights from years as a senior portfolio manager of institutional, endowment, and private client assets have been essential ingredients in the development of LEVATUS’ rigorous, process driven approach to investment management and financial strategy. Susan’s hands-on investment experience spans asset classes from emerging markets to fixed income to currencies to U.S. equities and has a breadth that is rare in this industry.
LEVATUS strongly believes in supporting the communities we live and work in. Susan has served on the Board of Directors for the Massachusetts Association for Investment Advisors. She is involved in her community in Weston, MA and Bristol, RI and feels lucky to work on several community based philanthropic boards, extending her passion for “the power of empowerment”.
Little thing that makes her laugh:
“Calvin and Hobbs Comic Strips...The Days Are Just Packed.”