![Susan L. Schroeder](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Susan L.
Schroeder is Vice President at GSB Wealth Management LLC.
Ms. Schroeder joined the firm in 2015 as Portfolio Manager and Vice President.
She comes from People’s United Bank where she spent 15 years constructing both Equity and Fixed Income Portfolios.
Her experience spans 23 years with broad exposure to all asset classes.
She spent a period of time earlier in her career with Wright Investors’ Service as an International Investment Officer.
She earned her B.S.
in Management from Keene State College, part of the University System of New Hampshire in 1990.
Anciens postes connus de Susan L. Schroeder
| Sociétés | Poste | Fin |
|---|---|---|
Wright Investors' Service, Inc.
 Wright Investors' Service, Inc. Investment ManagersFinance Wright is committed to acting in the best interest of their clients and adheres to a sensible approach to managing assets that seeks to balance risk and return. The firm’s investment process is disciplined, repeatable and consistently applied to all portfolios. As a result of their research, they have developed many research tools to help improve portfolio management, including the Approved Wright Investment List (AWIL), consisting of the highest quality securities as determined by Wright. | Corporate Officer/Principal | 01/04/2000 |
GSB Wealth Management LLC
 GSB Wealth Management LLC Investment ManagersFinance Grey Ledge builds custom portfolios designed to meet each individual client's unique financial objectives. Portfolios are well-diversified and grounded in dividend paying equities and high-quality fixed income instruments. The firm focuses on solid investment vehicles that have demonstrated strong historical results over time. A typical portfolio will own a mix of common stocks, bonds, and cash equivalents based on the investment objectives of the client. | Gestionnaire de Portefeuille-Actions | - |
People's Securities, Inc.
 People's Securities, Inc. Investment ManagersFinance People's Securities seeks to provide consistent long-term results coupled with downside risk management. The firm offers fundamental, actively managed strategies as well as a suite of technically designed, multi-factor portfolios tailored to fit a diverse client base. They utilize a systematic allocation process, blending fundamental and quantitative strategies. | Gestionnaire de Portefeuille-Actions | - |
Formation de Susan L. Schroeder
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright is committed to acting in the best interest of their clients and adheres to a sensible approach to managing assets that seeks to balance risk and return. The firm’s investment process is disciplined, repeatable and consistently applied to all portfolios. As a result of their research, they have developed many research tools to help improve portfolio management, including the Approved Wright Investment List (AWIL), consisting of the highest quality securities as determined by Wright. | Finance |
People's Securities, Inc.
People's Securities, Inc. Investment ManagersFinance People's Securities seeks to provide consistent long-term results coupled with downside risk management. The firm offers fundamental, actively managed strategies as well as a suite of technically designed, multi-factor portfolios tailored to fit a diverse client base. They utilize a systematic allocation process, blending fundamental and quantitative strategies. | Finance |
Keene State College
 Keene State College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
GSB Wealth Management LLC
GSB Wealth Management LLC Investment ManagersFinance Grey Ledge builds custom portfolios designed to meet each individual client's unique financial objectives. Portfolios are well-diversified and grounded in dividend paying equities and high-quality fixed income instruments. The firm focuses on solid investment vehicles that have demonstrated strong historical results over time. A typical portfolio will own a mix of common stocks, bonds, and cash equivalents based on the investment objectives of the client. | Finance |
