Susan is an accomplished executive with over 20 years of experience in financial services and a proven record of success navigating and advancing change. Her experience includes both public and private companies, high growth and turn-around situations, with most recent roles as CEO and CIO. In these roles strong leadership skills have helped her succeed in promoting a forward-thinking vision, which she shares in her talk for TEDxBeaconStreet.
“Battle tested” insights from years as a portfolio manager of institutional and endowment assets have been essential ingredients in the development of the highly successful, process driven approach utilized in the management of assets and financial strategy for both domestic and international clients. Her hands-on investment experience spans asset classes from emerging markets to structured fixed income to currencies to U.S. equities and has a breadth that is rare in this industry. This, in combination with years of research in fields outside of finance, inform an interesting new perspective on where success begins.
Susan is a champion of simplicity and purpose as roads to success and is a wonderful example of female leadership, innovation and entrepreneurship in the financial services industry.