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Biography

Susan is a Principal in the Boston office.  She is a member of the investment team with expertise in Fixed Income, providing portfolio strategy, management, and research for clients.  Susan has over 30 years of experience managing taxable and tax-exempt fixed-income portfolios for institutional and high-net-worth clients.   

Her prior roles include serving as Director of U.S. Fixed Income for a global institutional fund manager and other institutional and high-net-worth firms. Clients included nonprofits, endowments, individuals, unions, and Taft Hartley Plans. 

Susan enjoys spending time outdoors with her husband and dog, gardening, and volunteering for the Massachusetts Horticultural Society. 

Education

  • Union College, BA 

Highlights

  • Past Board Member and current Finance/Investment Committee member of the Massachusetts Horticultural Society. 

Request an Introduction to Susan S. Mooney 

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.