Susan Block
Susan has over 20 years of experience in investment banking, wealth management, philanthropy and entrepreneurship. Ms. Block was an Investment Banker at Montgomery Securities, CEO and Board member for a startup that went public and then sold to Kraft Foods for $291 million, CFO of a financial services firm providing reserve funding for ESOP repurchase liabilities, and serves on the Board for single-family offices and corporations.
Ms. Block currently works with family foundations and offices on impactful giving through philanthropy and targeted for-profit investing.
Ms. Block has her MBA in Finance and Bachelor of Science from the University of Wisconsin, and taught Portfolio Management, Finance and Business courses for the University of California Santa Barbara Economics Department. Ms. Block also taught Finance and Entrepreneurship in the Technology Management Program in the Department of Engineering at UCSB.