CoverProfile

Susan Moseley

Owner, President, Founder & CEO

Moseley Investment Management

United States, Florida, Bradenton

About Me

Susan founded Moseley Investment Management in 1990 and serves as President of the company. She is a graduate of the University of Florida where she earned a BS-BA degree in Finance. Susan then became one of the first women to earn the Certified Investment Management Analyst® designation from the Wharton School of Business, University of Pennsylvania. Susan began her career in the investment industry in 1979 as a stock analyst for Raymond James. It soon became her dream to open an independent investment advisory firm specializing in providing conflict-free portfolio management advice to help clients achieve their dreams. Susan has been recognized as a top business woman in Sarasota and Brade
View more

Profile Information

Owner, President, Founder & CEO

Moseley Investment Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Bradenton

Florida

United States

May 15, 2024

More profiles to browse

Profile Photo
Ryan Moseley
Vice President
DV
Dina Villalobos
Chief Compliance Officer, Operations Manager
Profile Photo
Laurie Tinnell
Portfolio Manager

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale