Susan Halevi

Susan represents companies and trustees in employee stock ownership plan (ESOP) acquisitions, transactions and administration and provides advice to cooperative businesses.

Susan clerked for the Honorable Collins J. Seitz, Chief Judge of the U.S. Court of Appeals for the Third Circuit, and has previous experience in both commercial law (including middle market lending) and real estate law. While in law school, Susan was an articles editor of the Duke Law Journal and a member of the Moot Court Board. Her law review note, published in the Duke Law Journal, was cited in Metropolitan Edison Co. v. NLRB, 460 U.S. 693, 702 n.8 (1983).


  • Duke University School of Law, J.D. with honors
  • Tufts University, M.A. in Philosophy
  • Vassar College, A.B. in Philosophy

Bar Admissions

  • Massachusetts


  • The ESOP Association, New England Chapter
  • National Center for Employee Ownership (NCEO)

Selected Speaking Engagements

  • “Who Runs This Thing? ESOP Fiduciary Issues,” NCEO’s ESOP Nuts and Bolts: What You Need to Know About Employee Stock Ownership Plans event, Meriden, CT,  June 27, 2019
  • “Alternate Paths to Employee Ownership: LLCs, Perpetual Trusts, Worker Cooperatives and Direct Ownership,” 2019 NCEO Employee Ownership Conference, Pittsburgh, PA, April 9, 2019
  • “Structural Innovations for Mission-Driven Companies” Panel presentation at SOCAP18, At the Intersection of Money + Meaning, 2018
  • “ESOP 101: What would you like to know about ESOPs?” Panel presentation at the ESOP Association New England Chapter Fall Conference, 2018


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