Our Team

Serving Business Owners, Executives And Affluent Families

Susan Lally

Susan Lally is a member of the Whitnell family providing administrative services for the financial teams.

Susan has spent most of her career working for financial service firms. She has had an administrative role in a small entrepreneur company where she has been part of a team building a start-up company and is also experienced in working with larger private equity firms providing various administrative duties.

Susan takes pride in her work and she enjoys assisting executives and team leaders serve their clients in a professional and successful manner.

Susan has a B.A. in Business Administration from DePaul University.