Articles | February 11, 2022
NEW YORK – February 3, 2022 – Segal Marco Advisors, one of the largest U.S.-based investment consultancies, has announced that Sue Crotty will become the company’s Chief Investment Officer (CIO) as Tim Barron, Senior Vice President and outgoing CIO, retires. A detailed succession plan is already being instituted.
“I’m excited to congratulate Sue Crotty on her role as Chief Investment Officer. Her extensive investment expertise will guide our clients and company on a new level,” said John DeMairo, President and Chief Executive Officer of Segal Marco Advisors. “Words cannot adequately express my immense appreciation for Tim Barron and all that he has done for our firm over the past 10 years, and the impact he has had on the industry. Sue, Tim, and I have been working with research leaders and their teams over the past several months to ensure a seamless transition.”
As of April 1, 2022, Crotty will lead the firm’s Research Department and oversee all investment activities for the more than $600 billion assets under advisement. Her team will encompass Risk Management, Manager Research, Discretionary/Global Portfolio Solutions, Intellectual Capital, and Advisor Solutions. The team leaders each average over 20 years of industry experience.
“As Chief Investment Officer I look forward to building on Segal Marco Advisors’ success,” said Sue Crotty, Senior Vice President and incoming CIO at Segal Marco Advisors. “There have been dramatic changes to the markets and so it is a thrilling time to guide our strategy and extend our commitment to clients moving forward.”
Segal Marco Advisors provides consulting advice on asset allocation, investment strategy, manager searches, performance measurement and related issues. The information and opinions herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Segal Marco Advisors’ R2 Blog and the data and analysis herein is intended for general education only and not as investment advice. It is not intended for use as a basis for investment decisions, nor should it be construed as advice designed to meet the needs of any particular investor. Please contact Segal Marco Advisors or another qualified investment professional for advice regarding the evaluation of any specific information, opinion, advice, or other content. Of course, on all matters involving legal interpretations and regulatory issues, investors should consult legal counsel.
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