Senior Institutional Asset Management Executive with successful track records in Portfolio Specialist, Client Portfolio Manager, Business Development, Relationship Management, and Investment Consulting roles. Deep background in the Multi-Asset/Outsourced CIO space. Client and prospect coverage ...more

Senior Institutional Asset Management Executive with successful track records in Portfolio Specialist, Client Portfolio Manager, Business Development, Relationship Management, and Investment Consulting roles. Deep background in the Multi-Asset/Outsourced CIO space. Client and prospect coverage include Corporate and Public Pension Funds (DB/DC), Endowments and Foundations, Non-Profit/Charitable Organizations and Investment Consulting firms. Susan’s deep market knowledge, accomplished record of new business growth and asset retention, best in class presentation, strategic relationship building and prospecting skills, and good-humored personality have helped her engender the trust of her clients and colleagues - and build the very rewarding career she enjoys in the Asset Management industry today.less