Susan is head of developed-market equity and co-head of the capital appreciation team. In this position, she oversees our U.S.- and Canadian-based investment teams, as well as our Japan equity team, and is responsible for oversight of investment performance and process execution. She's also the lead portfolio manager of the financial industries strategy and a portfolio manager of the bank opportunities and balanced strategies. In addition to her portfolio management responsibilities, she provides fundamental research on the financials sector for all diversified and thematic-based strategies managed by the capital appreciation team. Prior to joining the firm as an investment analyst, Susan worked as a portfolio officer for Manulife’s private client group. She began her career at Fidelity Investments, where she served as a research analyst.

• Education: M.S., Finance, Brandeis University; B.A., Economics, University of Massachusetts
• Joined the company: 1998
• Began career: 1993