Susan S. Mooney
Directeur en chef des Investissements chez Prio Wealth LP
Profil
Ms. Susan S.
Mooney is a Managing Director & Chief Investment Officer of Fixed Income at Prio Wealth LP, a Member at The Boston Economic Club, Inc. and a Member at The Boston Security Analysts Society, Inc. She is also a Fixed Income Chief Investment Officer at Prio Wealth.
Ms. Mooney was previously employed as a Senior Vice President & Fixed Income Portfolio Manager at Breckinridge Capital Advisors, Director of Fixed Income & Portfolio Manager at Freedom Capital Management and Managing Director & Director of Fixed Income at Harbor Capital Management/Fortis
She received her BA degree from Union College.
Postes actifs de Susan S. Mooney
| Sociétés | Poste | Début |
|---|---|---|
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | 07/09/2011 |
The Boston Economic Club, Inc.
 The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA. | Corporate Officer/Principal | 07/09/2011 |
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Directeur en chef des Investissements | 01/03/2017 |
Anciens postes connus de Susan S. Mooney
| Sociétés | Poste | Fin |
|---|---|---|
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Portfolio Manager-Fixed Income | 01/01/2014 |
Freedom Capital Management LLC
 Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY). | Portfolio Manager-Fixed Income | 04/01/2007 |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Portfolio Manager-Fixed Income | 31/01/2007 |
Fortis Investment Management USA, Inc.
 Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management USA, Inc. operated as a hedge fund manager and registered investment advisor. The firm offered investment management services to institutional and retail clients around the world. Its investment offerings included a wide variety of actively-managed equity and fixed-income portfolios. The company was founded in 1979 and was headquartered in Boston, MA. | Head-Fixed Income Invts | 31/12/2002 |
HCM Holdings, Inc. (North Carolina)
 HCM Holdings, Inc. (North Carolina) Investment ManagersFinance Harbor Capital Management, Inc. provides investment advisory services. The firm offers services to individuals and businesses. Its services include individual retirement accounts, brokerage accounts, self-directed retirement options, stocks, bonds and CD’s, cash management and check writing, lifestyle and retirement planning and insurance, annuities and long term care. The company was founded by C. Mack Washam and John A. Capets in 1991 and is headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Formation de Susan S. Mooney
| Union College (New York) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Fortis Investment Management USA, Inc.
Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management USA, Inc. operated as a hedge fund manager and registered investment advisor. The firm offered investment management services to institutional and retail clients around the world. Its investment offerings included a wide variety of actively-managed equity and fixed-income portfolios. The company was founded in 1979 and was headquartered in Boston, MA. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions. | Finance |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions. | Finance |
Freedom Capital Management LLC
Freedom Capital Management LLC Investment ManagersFinance Freedom Capital Management (FCM) LLC (formerly Freedom Capital Management Corp.) is a Boston-based adviser that manages portfolios for institutions and high net worth individuals. The firm manages separate growth and value portfolios for individuals and institutions. FCM was founded in 1930 and was formerly a subsidiary of RBC Dain Rauscher, which is subsidiary of the Royal Bank of Canada (NYSE: RY). | Finance |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge Capital Management, Inc. (Breckinridge) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts with an additional office in San Diego, California. The firm was founded in 1993 by Peter Coffin. Breckinridge provides investment-grade fixed income portfolio management services for high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. | Finance |
| The Boston Security Analysts Society, Inc. | |
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services The Boston Economic Club, Inc. is a non-profit organization. It focuses on the economic development of Boston. The company is headquartered in Boston, MA. | Consumer Services |
HCM Holdings, Inc. (North Carolina)
HCM Holdings, Inc. (North Carolina) Investment ManagersFinance Harbor Capital Management, Inc. provides investment advisory services. The firm offers services to individuals and businesses. Its services include individual retirement accounts, brokerage accounts, self-directed retirement options, stocks, bonds and CD’s, cash management and check writing, lifestyle and retirement planning and insurance, annuities and long term care. The company was founded by C. Mack Washam and John A. Capets in 1991 and is headquartered in Charlotte, NC. | Finance |