Sue is the President and Chief Investment Officer of Segal Marco Advisors where she oversees all investment activities and manages the firm's Research Group. Based in New York, she is part of the Segal Marco Management Committee and a former member of the Segal Board of Directors. Sue has over 40 years’ experience in the investment business with extensive experience providing advice on asset allocation, manager selection and investment performance to a broad range of clients.
Prior to joining Segal Marco Advisors, Sue was a consultant at Callan Associates and Hamilton and Co., working with multiemployer, foundation, corporate and other pension plans in the management of their funds. Sue was formerly head of client management at a hedge fund of fund and worked for the Pension Plan of General Motors and GTE Investments.
Sue received her BS from Boston College and her MBA in Finance from the University of Connecticut. She is on the Board of Directors of Madison Golf Club, the AIF Global Institute and a former Trustee of the State of New Jersey Division Pension Plan, the Investment Committee of Church of Christ the King and Homeless Solutions in Morristown, NJ.
Sue was recognized by the Defined Contribution Institutional Investment Association as a 2021 Diversity, Equity & Inclusion (DEI) Leader.
Sue is a frequent speaker at industry conferences.
October 10, 2024
Our September 2024 market review recaps equity and fixed income markets plus a brief analysis of the story behind the numbers.
Topics covered: Investment, Compliance
September 25, 2024
Our September 2024 market update looks at financial markets after the long-awaited move by the Federal Reserve.
Topics covered: Compliance, Investment
September 10, 2024
Our August 2024 market update looks at financial markets year to date, plus a look ahead.
Topics covered: Investment, Compliance
August 15, 2024
Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.
Topics covered: Compliance, Investment
July 12, 2024
Our June 2024 market review recaps equity and fixed income markets and a brief analysis of the story behind the numbers.
Topics covered: Investment, Compliance
June 26, 2024
Our May 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers.
May 7, 2024
Our April 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.
Topics covered: Compliance, Investment
April 9, 2024
Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.
Topics covered: Investment, Compliance
March 26, 2024
A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.
Topics covered: Investment, Compliance
March 14, 2024
Our February 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.
Topics covered: Investment, Compliance
February 12, 2024
See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.
Topics covered: Investment, Compliance
January 17, 2024
Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.
Topics covered: Investment
December 20, 2023
With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?
Topics covered: Investment, Compliance
July 28, 2022
2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.
Topics covered: Investment
April 25, 2022
What are some of the possible longer-term impacts of the war in Ukraine on the global economy?
Topics covered: Compliance, Investment
February 25, 2022
In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.
Topics covered: Investment, Compliance
Leadership
Sue is the President and Chief Investment Officer of Segal Marco Advisors where she oversees all investment activities and manages the firm's Research Group. Based in New York, she is part of the Segal Marco Management Committee and a former member of the Segal Board of Directors. Sue has over 40 years’ experience in the investment business with extensive experience providing advice on asset allocation, manager selection and investment performance to a broad range of clients.
Prior to joining Segal Marco Advisors, Sue was a consultant at Callan Associates and Hamilton and Co., working with multiemployer, foundation, corporate and other pension plans in the management of their funds. Sue was formerly head of client management at a hedge fund of fund and worked for the Pension Plan of General Motors and GTE Investments.
Sue received her BS from Boston College and her MBA in Finance from the University of Connecticut. She is on the Board of Directors of Madison Golf Club, the AIF Global Institute and a former Trustee of the State of New Jersey Division Pension Plan, the Investment Committee of Church of Christ the King and Homeless Solutions in Morristown, NJ.
Sue was recognized by the Defined Contribution Institutional Investment Association as a 2021 Diversity, Equity & Inclusion (DEI) Leader.
Sue is a frequent speaker at industry conferences.
October 10, 2024
Our September 2024 market review recaps equity and fixed income markets plus a brief analysis of the story behind the numbers.
Topics covered: Investment, Compliance
September 25, 2024
Our September 2024 market update looks at financial markets after the long-awaited move by the Federal Reserve.
Topics covered: Compliance, Investment
September 10, 2024
Our August 2024 market update looks at financial markets year to date, plus a look ahead.
Topics covered: Investment, Compliance
August 15, 2024
Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.
Topics covered: Compliance, Investment
July 12, 2024
Our June 2024 market review recaps equity and fixed income markets and a brief analysis of the story behind the numbers.
Topics covered: Investment, Compliance
June 26, 2024
Our May 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers.
May 7, 2024
Our April 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.
Topics covered: Compliance, Investment
April 9, 2024
Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.
Topics covered: Investment, Compliance
March 26, 2024
A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.
Topics covered: Investment, Compliance
March 14, 2024
Our February 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.
Topics covered: Investment, Compliance
February 12, 2024
See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.
Topics covered: Investment, Compliance
January 17, 2024
Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.
Topics covered: Investment
December 20, 2023
With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?
Topics covered: Investment, Compliance
July 28, 2022
2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.
Topics covered: Investment
April 25, 2022
What are some of the possible longer-term impacts of the war in Ukraine on the global economy?
Topics covered: Compliance, Investment
February 25, 2022
In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.
Topics covered: Investment, Compliance
Leadership
Sue is the President and Chief Investment Officer of Segal Marco Advisors where she oversees all investment activities and manages the firm's Research Group. Based in New York, she is part of the Segal Marco Management Committee and a former member of the Segal Board of Directors. Sue has over 40 years’ experience in the investment business with extensive experience providing advice on asset allocation, manager selection and investment performance to a broad range of clients.
Prior to joining Segal Marco Advisors, Sue was a consultant at Callan Associates and Hamilton and Co., working with multiemployer, foundation, corporate and other pension plans in the management of their funds. Sue was formerly head of client management at a hedge fund of fund and worked for the Pension Plan of General Motors and GTE Investments.
Sue received her BS from Boston College and her MBA in Finance from the University of Connecticut. She is on the Board of Directors of Madison Golf Club, the AIF Global Institute and a former Trustee of the State of New Jersey Division Pension Plan, the Investment Committee of Church of Christ the King and Homeless Solutions in Morristown, NJ.
Sue was recognized by the Defined Contribution Institutional Investment Association as a 2021 Diversity, Equity & Inclusion (DEI) Leader.
Sue is a frequent speaker at industry conferences.
October 10, 2024
Our September 2024 market review recaps equity and fixed income markets plus a brief analysis of the story behind the numbers.
Topics covered: Investment, Compliance
September 25, 2024
Our September 2024 market update looks at financial markets after the long-awaited move by the Federal Reserve.
Topics covered: Compliance, Investment
September 10, 2024
Our August 2024 market update looks at financial markets year to date, plus a look ahead.
Topics covered: Investment, Compliance
August 15, 2024
Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.
Topics covered: Compliance, Investment
July 12, 2024
Our June 2024 market review recaps equity and fixed income markets and a brief analysis of the story behind the numbers.
Topics covered: Investment, Compliance
June 26, 2024
Our May 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers.
May 7, 2024
Our April 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.
Topics covered: Compliance, Investment
April 9, 2024
Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.
Topics covered: Investment, Compliance
March 26, 2024
A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.
Topics covered: Investment, Compliance
March 14, 2024
Our February 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.
Topics covered: Investment, Compliance
February 12, 2024
See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.
Topics covered: Investment, Compliance
January 17, 2024
Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.
Topics covered: Investment
December 20, 2023
With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?
Topics covered: Investment, Compliance
July 28, 2022
2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.
Topics covered: Investment
April 25, 2022
What are some of the possible longer-term impacts of the war in Ukraine on the global economy?
Topics covered: Compliance, Investment
February 25, 2022
In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.
Topics covered: Investment, Compliance
Leadership
Sue is the President and Chief Investment Officer of Segal Marco Advisors where she oversees all investment activities and manages the firm's Research Group. Based in New York, she is part of the Segal Marco Management Committee and a former member of the Segal Board of Directors. Sue has over 40 years’ experience in the investment business with extensive experience providing advice on asset allocation, manager selection and investment performance to a broad range of clients.
Prior to joining Segal Marco Advisors, Sue was a consultant at Callan Associates and Hamilton and Co., working with multiemployer, foundation, corporate and other pension plans in the management of their funds. Sue was formerly head of client management at a hedge fund of fund and worked for the Pension Plan of General Motors and GTE Investments.
Sue received her BS from Boston College and her MBA in Finance from the University of Connecticut. She is on the Board of Directors of Madison Golf Club, the AIF Global Institute and a former Trustee of the State of New Jersey Division Pension Plan, the Investment Committee of Church of Christ the King and Homeless Solutions in Morristown, NJ.
Sue was recognized by the Defined Contribution Institutional Investment Association as a 2021 Diversity, Equity & Inclusion (DEI) Leader.
Sue is a frequent speaker at industry conferences.
October 10, 2024
Our September 2024 market review recaps equity and fixed income markets plus a brief analysis of the story behind the numbers.
Topics covered: Investment, Compliance
September 25, 2024
Our September 2024 market update looks at financial markets after the long-awaited move by the Federal Reserve.
Topics covered: Compliance, Investment
September 10, 2024
Our August 2024 market update looks at financial markets year to date, plus a look ahead.
Topics covered: Investment, Compliance
August 15, 2024
Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.
Topics covered: Compliance, Investment
July 12, 2024
Our June 2024 market review recaps equity and fixed income markets and a brief analysis of the story behind the numbers.
Topics covered: Investment, Compliance
June 26, 2024
Our May 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers.
May 7, 2024
Our April 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.
Topics covered: Compliance, Investment
April 9, 2024
Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.
Topics covered: Investment, Compliance
March 26, 2024
A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.
Topics covered: Investment, Compliance
March 14, 2024
Our February 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.
Topics covered: Investment, Compliance
February 12, 2024
See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.
Topics covered: Investment, Compliance
January 17, 2024
Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.
Topics covered: Investment
December 20, 2023
With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?
Topics covered: Investment, Compliance
July 28, 2022
2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.
Topics covered: Investment
April 25, 2022
What are some of the possible longer-term impacts of the war in Ukraine on the global economy?
Topics covered: Compliance, Investment
February 25, 2022
In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.
Topics covered: Investment, Compliance
Leadership
Sue is the President and Chief Investment Officer of Segal Marco Advisors where she oversees all investment activities and manages the firm's Research Group. Based in New York, she is part of the Segal Marco Management Committee and a former member of the Segal Board of Directors. Sue has over 40 years’ experience in the investment business with extensive experience providing advice on asset allocation, manager selection and investment performance to a broad range of clients.
Prior to joining Segal Marco Advisors, Sue was a consultant at Callan Associates and Hamilton and Co., working with multiemployer, foundation, corporate and other pension plans in the management of their funds. Sue was formerly head of client management at a hedge fund of fund and worked for the Pension Plan of General Motors and GTE Investments.
Sue received her BS from Boston College and her MBA in Finance from the University of Connecticut. She is on the Board of Directors of Madison Golf Club, the AIF Global Institute and a former Trustee of the State of New Jersey Division Pension Plan, the Investment Committee of Church of Christ the King and Homeless Solutions in Morristown, NJ.
Sue was recognized by the Defined Contribution Institutional Investment Association as a 2021 Diversity, Equity & Inclusion (DEI) Leader.
Sue is a frequent speaker at industry conferences.
October 10, 2024
Our September 2024 market review recaps equity and fixed income markets plus a brief analysis of the story behind the numbers.
Topics covered: Investment, Compliance
September 25, 2024
Our September 2024 market update looks at financial markets after the long-awaited move by the Federal Reserve.
Topics covered: Compliance, Investment
September 10, 2024
Our August 2024 market update looks at financial markets year to date, plus a look ahead.
Topics covered: Investment, Compliance
August 15, 2024
Our July 2024 market update looks at financial markets year to date, plus some outlook commentary on the back half of the year.
Topics covered: Compliance, Investment
July 12, 2024
Our June 2024 market review recaps equity and fixed income markets and a brief analysis of the story behind the numbers.
Topics covered: Investment, Compliance
June 26, 2024
Our May 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers.
May 7, 2024
Our April 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.
Topics covered: Compliance, Investment
April 9, 2024
Our March 2024 recap includes financial markets last month, a look ahead, a YTD table and analysis of the story behind the numbers.
Topics covered: Investment, Compliance
March 26, 2024
A look at recent economic indicators and earnings for year-end 2023, including consumer spending, employment, the stock market and more.
Topics covered: Investment, Compliance
March 14, 2024
Our February 2024 market review recaps equity and fixed income markets, a brief analysis of the story behind the numbers and a look ahead.
Topics covered: Investment, Compliance
February 12, 2024
See our January 2024 market review for a brief analysis of last month’s equity and fixed income performance, plus a look at what 2024 might bring.
Topics covered: Investment, Compliance
January 17, 2024
Review equity and fixed income markets in December and look ahead to possible key drivers in 2024, including interest rate-cut expectations.
Topics covered: Investment
December 20, 2023
With three rate cuts forecast, is the long-awaited Fed pivot — the end of the rate-rising cycle and start of a rate-cutting cycle — really here?
Topics covered: Investment, Compliance
July 28, 2022
2022 has been characterized by enormous change. That's certainly something that everyone can agree upon.
Topics covered: Investment
April 25, 2022
What are some of the possible longer-term impacts of the war in Ukraine on the global economy?
Topics covered: Compliance, Investment
February 25, 2022
In 2022, one of the foremost concerns for investors (as well as consumers) is inflation.
Topics covered: Investment, Compliance