Susan Mangiero, PhD is uniquely qualified for a large array of expert engagements by virtue of her strong academic qualifications and a solid track record as an investment industry professional. Dr. Susan Mangiero is a CFA charterholder, certified Financial Risk Manager, Accredited Investment Fiduciary Analyst and Professional Plan Consultant. She works with institutional investors and their attorneys, auditors, financial advisors and asset managers

In addition to her tenure as a finance professor, Dr. Mangiero is a prolific author and accomplished speaker. Her book entitled Risk Management for Pensions, Endowments and Foundations (John Wiley & Sons, 2004) is a how-to primer for investment fiduciaries. She has written dozens of instructive articles and led nearly one hundred educational sessions about investment risk governance.

Her various work activities include, but are not limited to, the following:

  • Work on multiple trading desks putting together risk management programs;
  • Senior analyst in several global treasury departments with responsibilities for compliance and model reviews;
  • Rendering opinions of value;
  • Corporate trainer for dozens of leading business, legal and regulatory groups;
  • Founder and CEO of institutional investment compliance start-up;
  • Testifying expert;
  • Calculating damages and reviewing others’ damage numbers;
  • Survey design and business intelligence analysis; and
  • Fiduciary best practice consulting.

Her areas of expertise include, but are not limited to, the following:

  • Asset Allocation;
  • Derivatives;
  • ERISA;
  • Equity;
  • Fee Benchmarking;
  • Fiduciary Duties;
  • Fixed Income;
  • Investment Monitoring;
  • Hedge Funds and Private Equity Funds;
  • Portfolio Management;
  • Risk Management;
  • Service Provider Due Diligence;
  • Trading Practices; and
  • Valuation.

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