Susan Small

Background

About Susan Small

Ms. Small thrives as a player/coach building institutional and intermediary distribution efforts. Her strong technical skills result in an ability to tease out the true distinctions that will resonate with consultants and clients. She has extensive experience researching and representing numerous strategies while working in investment consulting and asset management: • Equities, fixed income, and hedge funds• Domestic, international and global in scope • Fundamental and quantitative processes• Public and private markets including real assetsSusan is evidence-driven in her approach to long-term strategic planning as well as crafting the value proposition presented to institutional investors. She is adept at focusing her and her team’s efforts towards high probability targets. An experienced leader, her inclusive interpersonal style garners respect and motivates those around her to be their best. She actively promotes collaboration towards continually raising the bar in terms of the firm’s success and the client experience. Susan recognizes and appreciates the dynamics of navigating both small and large, complex organizations towards rallying support for her initiatives.