

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
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
DV
Dina Villalobos
Chief Compliance Officer, Operations Manager
Ryan Moseley
Vice President

Laurie Tinnell
Portfolio Manager
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC