Susan is currently the CEO and Founder of Stafford Wells Advisors, a fee only registered investment advisor serving high net worth families and individuals. Stafford Wells, based in Chicago coordinates all aspects of retirement planning, investment and portfolio management, tax management and philanthropy planning. Susan Templeton also serves on the board of directors for Claridges Trust Company. She sits on the audit committee and investment committee. Susan is also on the advisory board of Seyen Capital, a venture fund investing in technology and communication companies. Susan earned her MBA from the University of Chicago Booth School and her BSBA from the University of Denver and pursued a second major in accounting at College of DuPage. She teaches part time for The University of Chicago Booth Executive Education teaching investments, portfolio management, family leadership and succession.
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