![Susan S. Mooney](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Susan S. Mooney
Corporate Officer/Principal chez
The Boston Security Analysts Society, Inc.
Profil
Susan S.
Mooney currently works at The Boston Economic Club, Inc., as Member and The Boston Security Analysts Society, Inc., as Member.
Ms. Mooney also formerly worked at HCM Holdings, Inc. (North Carolina), as Managing Director, Prio Wealth LP, as Managing Director & CIO of of Fixed Income from 2017 to 2025, Fortis Investment Management USA, Inc., as Managing Director, Breckinridge Capital Advisors, Inc., as Senior Vice President & Portfolio Manager from 2011 to 2014, RBC Global Asset Management (US), Inc., as Portfolio Manager in 2007, and TIAT LLC, as Portfolio Manager from 2003 to 2007.
Ms. Mooney received her undergraduate degree in 1975 from Union College (New York).
Postes actifs de Susan S. Mooney
| Sociétés | Poste | Début |
|---|---|---|
The Boston Security Analysts Society, Inc.
 The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Corporate Officer/Principal | 07/09/2011 |
The Boston Economic Club, Inc.
 The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services Operates economic club | Corporate Officer/Principal | 07/09/2011 |
Anciens postes connus de Susan S. Mooney
| Sociétés | Poste | Fin |
|---|---|---|
Prio Wealth LP
 Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Directeur en chef des Investissements | 09/01/2025 |
Breckinridge Capital Advisors, Inc.
 Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens. | Portfolio Manager-Fixed Income | 01/01/2014 |
TIAT LLC
 TIAT LLC Investment ManagersFinance FCM is a GARP U.S. large-cap manager. Their research effort begins by using the Russell 1000 Growth, S&P 500 and S&P/Barra Growth indexes as their stock universe. The ultimate benchmark is the S&P 500. For growth stocks, they focus on stocks with industry leadership, pricing power, expanding margins, strong balance sheets and sound management. Value stocks are selected based on low p/e and price-to-book ratios, attractive cash flows and above-average ROE. Overall, the firm will sell a stock when the target price has been reached or fundamentals deteriorate. | Portfolio Manager-Fixed Income | 04/01/2007 |
RBC Global Asset Management (US), Inc.
 RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management. | Portfolio Manager-Fixed Income | 31/01/2007 |
Fortis Investment Management USA, Inc.
 Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate. | Head-Fixed Income Invts | 31/12/2002 |
Formation de Susan S. Mooney
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
72
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Fortis Investment Management USA, Inc.
Fortis Investment Management USA, Inc. Investment ManagersFinance Fortis Investment Management's product offerings include investments in equities, fixed-income, currencies, structured finance and alternatives. The firm manages equity portfolios across a range of market-caps and regions using a variety of investment styles. Their fixed-income and currencies investment center manages specialized strategies including credit, duration and currency overlay offered as aggregate and absolute return portfolios. Fortis Investments Management's structured finance group manages a variety of structured fixed-income investment solutions. The firm's alternative investments include a number of investment centers that manage individual alpha strategies, such as sustainable and socially responsible investments and convertible bonds. Though not limited by sector, Fortis Investment Management tends to invest globally, primarily in the stocks of mid-cap and large-cap companies in the finance, electronic technology, health technology sectors, energy minerals and non-energy minerals sectors. The firm maintains a medium turnover rate. | Finance |
Prio Wealth LP
Prio Wealth LP Investment ManagersFinance Prio Wealth provides an investment strategy tailored to the client’s long-term objectives to meet their overall personal financial goals and priorities. The firm uses both active and passive management strategies to manage portfolios, which typically include the use of cash, stocks, bonds and exchange traded funds (ETFs). ETFs are mostly used in smaller accounts and for diversification within portfolios that hold individual stocks. Prio Wealth has an environmental, social, and governance (ESG) overlay in evaluating individual stocks. | Finance |
RBC Global Asset Management (US), Inc.
RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC GAM-US employs various investment strategies through their investment mandates and based on the objectives and strategies of the clients involved. The firm’s buy, hold and sell decisions are based on each security’s expected risk/return profile, fundamentals, valuation and the ability for a considered transaction to support the portfolio in prudently attaining the client’s specific objectives. Their investment approach draws on both top-down and bottom-up inputs, resulting in an active style of management. | Finance |
TIAT LLC
TIAT LLC Investment ManagersFinance FCM is a GARP U.S. large-cap manager. Their research effort begins by using the Russell 1000 Growth, S&P 500 and S&P/Barra Growth indexes as their stock universe. The ultimate benchmark is the S&P 500. For growth stocks, they focus on stocks with industry leadership, pricing power, expanding margins, strong balance sheets and sound management. Value stocks are selected based on low p/e and price-to-book ratios, attractive cash flows and above-average ROE. Overall, the firm will sell a stock when the target price has been reached or fundamentals deteriorate. | Finance |
Breckinridge Capital Advisors, Inc.
Breckinridge Capital Advisors, Inc. Investment ManagersFinance Breckinridge aims to provide their clients with portfolios that preserve capital while prudently improving returns. The firm’s investment process combines a top-down economic outlook with bottom-up fundamental credit research, ESG analysis and efficient trading to best meet client needs. They offer sector-focused, multi-sector and sustainable investment grade bond strategies in customized separate accounts. Strategies can be customized by benchmark, duration target, credit quality, sector weightings and value-based screens. | Finance |
Union College (New York)
 Union College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Boston Security Analysts Society, Inc.
The Boston Security Analysts Society, Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a membership organization for investment professionals | Commercial Services |
The Boston Economic Club, Inc.
The Boston Economic Club, Inc. Movies/EntertainmentConsumer Services Operates economic club | Consumer Services |
HCM Holdings, Inc. (North Carolina)
 HCM Holdings, Inc. (North Carolina) Investment ManagersFinance Provides investment advice | Finance |
