Susan Bandy, CFA

Director of Client Service

Ms. Bandy is Director of Client Service and Distribution, responsible for managing the firm’s client relationships and developing new sub-advisory partnerships. Prior to joining the firm, Ms. Bandy served as Director at Pzena Investment Management with responsibility for sub-advisory business development. Previously, Ms. Bandy was Vice President at MSCI, Inc. where she worked closely with institutional clients to support their use of Barra analytical tools for risk management and asset allocation. Ms. Bandy has also held institutional relationship management roles at Deutsche Asset Management and Boston Partners Asset Management. She earned her BA from the University of Oregon and MA from Boston University. Ms. Bandy is a CFA charter holder and is a member of the New York Society of Security Analysts.