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Financial Coach

Susan Doherty Rosen

Susan believes that money is one of the many sources of energy in our lives and that those who learn to respect and harness this energy set themselves up for success. Susan’s experience as a Program Manager at Intuit gave her an understanding of consumer needs in personal finance and small business. While Assistant VP at CM Capital she co-managed a $300M international fund of funds using the tenets of Modern Portfolio Theory. As an Associate at Charter Ventures, she worked with early stage founders in building new medical device companies. Susan earned graduate degrees in business and biology from Stanford University and she holds a bachelor’s degree from Harvard College. Susan believes that saving and investing your money is as important as making it, and she is eager to work with students to help them reach their life goals with ease.

Unique perspectives:  graduates, students with children

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