As Prio’s CIO of Fixed Income, Susan formulates and articulates investment strategy and positioning for Prio client’s bond portfolios. She is a member of our Investment and Asset Allocation Committee, working closely with her colleagues to evaluate and research market and macro trends, and determine the firm’s investment outlook and strategy. She brings over 30 years of experience managing both high net worth and institutional fixed income portfolios.
Susan spent most of her career at Harbor Capital Management (subsequently Fortis, Inc.) where she was the Director of Fixed Income and Portfolio Manager. It was at Harbor Capital where she met current Prio colleagues, Jeff St. Mary and Paul Stringer. Subsequent to Harbor Capital/Fortis, she was Director of Fixed Income at Freedom Capital Management. Before joining Prio in 2017, Susan was Senior Vice President and Portfolio Manager at Breckinridge Capital Advisors.
Susan is a graduate of Union College. She is a member of the Boston Economics Club and CFA Society. She is also a Trustee for the Massachusetts Horticultural Society where she sits on the Finance & Investment Committee and Governance Committee.
Her personal priorities include spending time outside with her husband and their two Chocolate Labs, gardening, and boating.