Investment Planning Specialist
Susan Leadem, MS, CFA

Susan Leadem is a Senior Financial Consultant based in Charleston, SC. Her business career has been devoted to the analysis of equity securities.  She began her career in Atlanta with the Robinson-Humphrey Company as a financial analyst.  In 1994, Susan was lured to London where she used her knowledge of US financial institutions and capital markets to build a European, and eventually global, financial institutions research product for Goldman Sachs.  In 1996, she became a Managing Director of Goldman Sachs International - the first female to gain that title outside of the United States.  Susan has founded multiple businesses including Peninsula Capital Partners LLC and The College Sage and is most recently excited to use her three decades career and passion for finance and education to partner with Elwood & Goetz at their Charleston office.  

Susan received her bachelor’s degree in business from Wake Forest University, where she continues to be an active alumna, currently serving on the College Board of Visitors with past roles on the Calloway Board of Visitors and the Center for Innovation, Creativity and Entrepreneurship. Her master’s degree was in finance and she has been a Chartered Financial Analyst and member of the CFA Institute for over 25 years. She served on the board of Charleston-based First Financial Holdings, Inc. and, following a merger, the Southern Region Advisory Board of South State Bank.

Active in the Charleston community since her arrival in 2004, Susan is passionate about financial planning and education.  She was appointed by the Charleston County School District Board to serve as one of three community finance experts on the school board’s Finance & Audit Committee.  Susan is a past board member and current member of the board-appointed Investment Committee of Charleston Day School. Susan has also served on the non-profit boards of the Children’s Museum of the Low Country, the Charleston Concert Association, the Charleston Educational Excellence Financing Corporation, and The Academic Magnet Foundation.

Education + Credentials
Georgia State University
Master of Science - Finance
Wake Forest University
Bachelor of Science - Business
Chartered Financial Analyst (CFA) Charterholder, NAPFA Associate
Activities. Affiliations. Accolades.
Member, National Association of Personal Financial Advisors
(843) 483-8349