Susan Potto
Gestionnaire de Portefeuille-Actions chez Ardinall Investment Management LP
Profil
Ms. Susan Potto is a Partner & Co-Portfolio Manager at Ardinall Investment Management LP.
Prior to Ardinall, she was a Managing Director at Iridian Asset Management from 2008 to 2021, serving as a senior research analyst and investment committee member for the Mid-Cap Value Equity portfolios.
From 2005-2008, she worked as a senior analyst for Eagle Capital Partners.
From 1996-2002, she was a global analyst for the Mutual Series Funds at Franklin Templeton and a Portfolio Manager for four of their mutual funds.
Over the 10-year period from 1987-1996, She worked for legendary investor Michael Price, who owned and managed the Mutual Series Funds under the predecessor company Heine Securities.
She holds a certificate in both Sustainable Investing and Sustainable Business Strategy from Harvard Business School.
Ms. Potto earned an MBA from New York University’s Stern School of Business and a BBA in Finance from Emory University’s Goizueta Business School.
Postes actifs de Susan Potto
| Sociétés | Poste | Début |
|---|---|---|
Ardinall Investment Management LP
 Ardinall Investment Management LP Investment ManagersFinance Ardinall Investment Management LP is an independent investment firm founded in 2017 that focuses on generating absolute returns through a fundamental investment process, overlaid with a sustainability lens. The private company is based in New York, NY. The company's strategy focuses on investing in companies well-positioned for secular megatrends and benefiting from an unfolding sustainability transformation. Ardinall's executive team includes Maria Jelescu, co-founder and CEO, Susan Potto, partner and co-portfolio manager, Alberto Alonzo, co-founder and senior advisor, Brian Tsai, chief financial officer, and Chris Swanberg, senior operating advisor. The company was founded in 2017 by Maria Simona Dreyfus. Maria Simona Dreyfus has been the CEO since 2017. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
Anciens postes connus de Susan Potto
| Sociétés | Poste | Fin |
|---|---|---|
Iridian Asset Management LLC
 Iridian Asset Management LLC Investment ManagersFinance Iridian Asset Management LLC (Iridian) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded by Harold Levy and David Cohen in 1995 and is a subsidiary of Iridian Employee Holdings LLC. Iridian provides investment management services to individual and institutional clients on a discretionary basis. | Analyst-Equity | 01/12/2021 |
Eagle Capital Partners
 Eagle Capital Partners Investment ManagersFinance Eagle Capital Partners (ECP) is a private equity investment firm headquartered in Moscow with offices in Ekaterinburg, and incorporated on the Island of Guernsey. The firm manages private equity funds primarily for mid-sized Russian firms. Formerly known as Eagle Venture Partners, set up in 2008 by Belgian-based private equity firms GIMV (XB: GIMB) and KBC Private Equity. For GIMV this partnership is a follow-up to the Eagle Russia Fund they launched in 2006. ECP can trace their initial history to 2000 when they took over the management of a number of established funds in Russia and Kazakhstan. At the time, the European Bank for Reconstruction and Development was the main sponsor of the funds. | Analyste en capital-investissement | 31/12/2008 |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Gestionnaire de Portefeuille-Actions | 31/12/2002 |
Formation de Susan Potto
| Emory University | Undergraduate Degree |
| New York University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Iridian Asset Management LLC
Iridian Asset Management LLC Investment ManagersFinance Iridian Asset Management LLC (Iridian) is a SEC-registered investment advisor headquartered in Westport, Connecticut. The firm was founded by Harold Levy and David Cohen in 1995 and is a subsidiary of Iridian Employee Holdings LLC. Iridian provides investment management services to individual and institutional clients on a discretionary basis. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Finance |
Eagle Capital Partners
Eagle Capital Partners Investment ManagersFinance Eagle Capital Partners (ECP) is a private equity investment firm headquartered in Moscow with offices in Ekaterinburg, and incorporated on the Island of Guernsey. The firm manages private equity funds primarily for mid-sized Russian firms. Formerly known as Eagle Venture Partners, set up in 2008 by Belgian-based private equity firms GIMV (XB: GIMB) and KBC Private Equity. For GIMV this partnership is a follow-up to the Eagle Russia Fund they launched in 2006. ECP can trace their initial history to 2000 when they took over the management of a number of established funds in Russia and Kazakhstan. At the time, the European Bank for Reconstruction and Development was the main sponsor of the funds. | Finance |
Ardinall Investment Management LP
Ardinall Investment Management LP Investment ManagersFinance Ardinall Investment Management LP is an independent investment firm founded in 2017 that focuses on generating absolute returns through a fundamental investment process, overlaid with a sustainability lens. The private company is based in New York, NY. The company's strategy focuses on investing in companies well-positioned for secular megatrends and benefiting from an unfolding sustainability transformation. Ardinall's executive team includes Maria Jelescu, co-founder and CEO, Susan Potto, partner and co-portfolio manager, Alberto Alonzo, co-founder and senior advisor, Brian Tsai, chief financial officer, and Chris Swanberg, senior operating advisor. The company was founded in 2017 by Maria Simona Dreyfus. Maria Simona Dreyfus has been the CEO since 2017. | Finance |
