Susan R. Colpitts serves as Presenter at 2018 FOX Wealth Advisor Forum

May 20th, 2018

Susan R. Colpitts, Signature Founder and Chief of Client Experience, delivered a presentation on Signature’s culture at 2018 FOX Wealth Advisor Forum on May 16th-17th, 2018 in Chicago, IL. Susan led the discussion of her experience incorporating the beliefs, values, and behaviors that she and her co-founder, the late Anne Shumadine, believed were integral to the work of Signature employees. In founding Signature, Anne and Susan desired to build a client experience based around cultivating relationships with successful individuals with complicated financial situations Susan cites Signature’s culture as one of the factors that have contributed  to Signature’s growth to over 166 client families and approximately $4 billion AUM.

Susan R. Colpitts

Founder, Chief of Client Experience

Susan R. Colpitts is a Founder of Signature Family Wealth Advisors and leads the Client Services Team as the Chief of Client Experience. She is an expert in the technical areas of financial, tax, trust, and estate planning. She is particularly interested in working with clients to create meaningful philanthropic… Read More