Trustee Susan Ezell Roberts ’66 is highly regarded as a successful entrepreneur, committed volunteer, and a woman of great faith. She exemplifies integrity and the utmost allegiance to value-based leadership in her professional role as executive vice president and chief operating officer of Capital Formation Counselors, Inc.
Oct 5, 2020
Mrs. Roberts was raised in Murfreesboro, Tenn. At Florida Southern, she was president of Alpha Chi Omega sorority, was selected for Who’s Who in American Colleges and Universities, and served as treasurer of Cap and Gown Honor Society. She graduated cum laude with a degree in mathematics and went on to graduate studies in that field at the University of Tennessee.
In 1967, she joined Capital Formation Counselors, Inc., a consulting firm in Clearwater, which is dedicated to preserving large family- owned businesses through strategic planning, financial and management advice, and a wide range of business services.
Mrs. Roberts and her husband, Owen, have partnered to develop an impressive business that serves clients throughout the United States.
She is respected for her relentless focus on excellence throughout the business’s operations.
Mrs. Roberts also is appreciated for her annual funding of the Center for Free Enterprise at the Barney Barnett School of Business and Free Enterprise. She is involved in the national dialogue about the importance of free enterprise through the Acton Institute, a leading educational organization, and the Donors Trust.
Mrs. Roberts serves on the Advisory Board of Essentials PetCare LLC, a company that places convenient veterinary clinics in retail businesses. For more than 20 years, she has been a hospice patient volunteer in nursing homes and rehabilitation centers. She also served as treasurer and director of The Ockham Foundation in Charlotte, N.C., which has provided funding for brain research to hospitals and research centers.
Mrs. Roberts enjoys adventure hiking in scenic locations around the world, including Thailand, Nepal, and the Himalayas. She also has an interest in equestrian sports.
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