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 Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Corporate Officer/Principal | 01/04/2000 |
GSB Wealth Management LLC
 GSB Wealth Management LLC Investment ManagersFinance GSB Wealth Management LLC (GSBWM) is a registered wealth management firm headquartered in Guilford, Connecticut. The firm was founded in 1999 as Asset & Retirement Investment Associates LLC. Following the 2016 merger of Guilford Savings Bank’s Infinex brokerage unit and their subsidiary, Asset & Retirement Investment Associates, the newly formed firm was renamed GSB Wealth Management. GSBWM primarily provides individualized asset management to high net-worth clients. | Gestionnaire de Portefeuille-Actions | - |
People's Securities, Inc.
 People's Securities, Inc. Investment ManagersFinance People's Securities, Inc. is an investment management firm headquartered in Bridgeport, Connecticut. The firm was founded in 1983 and is a wholly-owned subsidiary of People’s United Bank, N.A., ultimately held by M&T Bank Corp. (NYSE: MTB). People's Securities offers customized solutions including ESG, liquidity management, endowment and foundation and advisory services for individuals, families and institutions. | Gestionnaire de Portefeuille-Actions | - |
Formation de Susan L. Schroeder
| Keene State College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
People's Securities, Inc.
People's Securities, Inc. Investment ManagersFinance People's Securities, Inc. is an investment management firm headquartered in Bridgeport, Connecticut. The firm was founded in 1983 and is a wholly-owned subsidiary of People’s United Bank, N.A., ultimately held by M&T Bank Corp. (NYSE: MTB). People's Securities offers customized solutions including ESG, liquidity management, endowment and foundation and advisory services for individuals, families and institutions. | Finance |
Wright Investors' Service, Inc.
Wright Investors' Service, Inc. Investment ManagersFinance Wright Investors' Service, Inc. (Wright) is a SEC-registered investment adviser headquartered in Shelton, Connecticut. The firm was founded in 1996 and is a wholly owned subsidiary of The Winthrop Corp., which is wholly owned by Khandwala Capital Management, Inc. Wright manages the equity and fixed income assets of individuals, corporations, municipalities, multi-employer benefit plans, endowments, foundations and trust funds, and providing sub-advisory services to bank trust departments. The firm also offers discretionary investment management services to clients through several wrap programs, for which Wright does not serve as the sponsor. | Finance |
GSB Wealth Management LLC
GSB Wealth Management LLC Investment ManagersFinance GSB Wealth Management LLC (GSBWM) is a registered wealth management firm headquartered in Guilford, Connecticut. The firm was founded in 1999 as Asset & Retirement Investment Associates LLC. Following the 2016 merger of Guilford Savings Bank’s Infinex brokerage unit and their subsidiary, Asset & Retirement Investment Associates, the newly formed firm was renamed GSB Wealth Management. GSBWM primarily provides individualized asset management to high net-worth clients. | Finance |
