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Grace Su
Gestore di Portafoglio-Azioni presso ClearBridge Investments LLC
Profilo
Ms. Grace Su is a Managing Director & Portfolio Manager at ClearBridge Investments LLC.
In addition to portfolio management, she is responsible for covering the media, technology and telecom sectors for firm's international and global portfolios.
She has over 23 years of investment industry experience.
Ms. Su joined ClearBridge from predecessor firm Global Currents Investment Management, which was founded in 2008 by a group of portfolio managers from Brandywine Global Investment Management.
Prior to Brandywine, she was an equity research analyst at Bear Stearns and previously a business analyst at Mitchell Madison Group.
Ms. Su earned a BS in Business Administration from the Haas School of Business, University of California, Berkeley and an MBA in Finance from the Wharton School, University of Pennsylvania.
Posizioni attive di Grace Su
Società | Posizione | Inizio |
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ClearBridge Investments LLC
![]() ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Grace Su
Società | Posizione | Fine |
---|---|---|
Global Currents Investment Management LLC
![]() Global Currents Investment Management LLC Investment ManagersFinance Founded in 2008, Global Currents Investment Management LLC is a registered investment advisor located in Wilmington, Delaware. The firm is a subsidiary of Legg Mason, Inc. (NYSE: LM). Global Currents offers a variety of institutional and retail separately managed accounts for institutional clients, as well as high net-worth investors. They also manage and subadvise a variety of U.S. and offshore mutual funds which are distributed by Legg Mason. | Analyst-Equity | 14/06/2013 |
Bear, Stearns & Co., Inc.
![]() Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Analyst-Equity | 31/12/2003 |
Mitchell Madison Group LLC
![]() Mitchell Madison Group LLC Miscellaneous Commercial ServicesCommercial Services Mitchell Madison Group LLC provides global cost management consulting services. Its services include performance improvement, strategic services, business analytics and staff augmentation. The firm specializes in credit, market and operational risk, process reengineering, pricing optimization, and technology management. The company has offices in New York, Los Angeles, Manila, Paris, Munich and Germany. The company was founded by Rolf Thrane in 1991 and is headquartered in Jackson, WY. | Corporate Officer/Principal | 31/12/2000 |
Brandywine Global Investment Management LLC
![]() Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Analyst-Equity | 30/06/2008 |
Formazione di Grace Su
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Haas School of Business | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
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Brandywine Global Investment Management LLC
![]() Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Finance |
Bear, Stearns & Co., Inc.
![]() Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Bear, Stearns & Co., Inc. is a global investment banking, securities trading and brokerage firm located in New York City with additional offices in Dallas, Boston and San Francisco. The firm is a subsidiary Bear Sterns Cos., Inc. (NYSE: BSC). Their equity research team consists of senior analysts located throughout the world. In addition to domestic coverage, they have research teams focusing on Latin America, Asia and Europe. The analysts use a bottom-up approach to stock selection. The Bear Stearns fixed-income research department provides coverage of every sector of the fixed-income universe. The financial analytics and structured transactions group (F.A.S.T) provides investment research, fixed-income portfolio management and analytical systems, trading technology and general financial expertise. The group also provides a broad range of services to financial institutions including asset-liability management, balance sheet restructuring, receivables-based financing analysis, security and portfolio analysis, peer analysis, and historical and real-time market-based information. | Finance |
Mitchell Madison Group LLC
![]() Mitchell Madison Group LLC Miscellaneous Commercial ServicesCommercial Services Mitchell Madison Group LLC provides global cost management consulting services. Its services include performance improvement, strategic services, business analytics and staff augmentation. The firm specializes in credit, market and operational risk, process reengineering, pricing optimization, and technology management. The company has offices in New York, Los Angeles, Manila, Paris, Munich and Germany. The company was founded by Rolf Thrane in 1991 and is headquartered in Jackson, WY. | Commercial Services |
Global Currents Investment Management LLC
![]() Global Currents Investment Management LLC Investment ManagersFinance Founded in 2008, Global Currents Investment Management LLC is a registered investment advisor located in Wilmington, Delaware. The firm is a subsidiary of Legg Mason, Inc. (NYSE: LM). Global Currents offers a variety of institutional and retail separately managed accounts for institutional clients, as well as high net-worth investors. They also manage and subadvise a variety of U.S. and offshore mutual funds which are distributed by Legg Mason. | Finance |
ClearBridge Investments LLC
![]() ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Finance |
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