Profil
Joined predecessor firm in 1999; Investment counsel to individual and institutional clients; portfolio manager; member of the FBA Investment Committee.
J.P.
MORGAN & CO.
Chicago, IL From 1996 to 1998, served as Vice President in the Private Client Group; responsible for managing client relationships with a focus on investment management and trust and estate advisory.
BANKERS TRUST Chicago, IL/ New York, NY From 1995 to 1996, served as Vice President in the Private Client Services Group; responsible for client development in the Midwest.
CS FIRST BOSTON Chicago, IL From 1993 to 1995, served as Vice President and sales person in the Institutional Asset Management Group.
BANKERS TRUST COMPANY New York, NY From 1988 to 1993, served as Vice President in the Institutional Defined Contribution Division.
Northwestern University, MBA in finance and marketing, 1988 St. Olaf College, BS in Economics, 1984 Civic and Other Affiliations: Volunteer, Marwen
Anciens postes connus de Suzanne D. Carrier
| Sociétés | Poste | Fin |
|---|---|---|
Front Barnett Associates LLC
Front Barnett Associates LLC Investment ManagersFinance Front Barnett seeks to achieve above-average after-tax returns on client portfolios over a market cycle. The firm’s core equity portfolio employs a growth and value-blended investment strategy. Equity portfolios are broadly diversified with large-, mid-, and small-cap securities composed of domestic and foreign domiciled common stocks, index funds, mutual funds, exchange-traded funds, and exchange traded notes. Front Barnett manages its fixed income portfolios through active management, duration control, broad sector diversification, maintenance of issues with maturities of generally 10 years or less, and continuity of income streams ordinarily through use of investment-grade instruments. | Membre du Comité d'Investissement | 27/06/2005 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Front Barnett Associates LLC
Front Barnett Associates LLC Investment ManagersFinance Front Barnett seeks to achieve above-average after-tax returns on client portfolios over a market cycle. The firm’s core equity portfolio employs a growth and value-blended investment strategy. Equity portfolios are broadly diversified with large-, mid-, and small-cap securities composed of domestic and foreign domiciled common stocks, index funds, mutual funds, exchange-traded funds, and exchange traded notes. Front Barnett manages its fixed income portfolios through active management, duration control, broad sector diversification, maintenance of issues with maturities of generally 10 years or less, and continuity of income streams ordinarily through use of investment-grade instruments. | Finance |
















