Partner/Executive Director
Melbourne
Professional Background
Sue is the Partner-in-Charge of the Investment Advisory practice and Chair of the Investment Committee of Pitcher Partners Melbourne which advises on excess of $1 Billion of funds under management.
The practice provides investment advisory, investment management and portfolio administration services to the firm's private clients, family groups, self managed superannuation funds and not-for-profit and membership organizations.
Sue has in excess of twenty five years experience in the provision of financial and investment advice and has earned an enviable industry-wide reputation.
Prior to joining Pitcher Partners, Sue worked as an accountant in both the profession and industry and subsequently held a number of senior financial positions in the Victorian Government Departments of Premier and Cabinet and Treasury and Finance. Sue joined Pitcher Partners Melbourne in 1998 and was admitted to the partnership in 2003.
Areas of Expertise
- Investment Governance/Investment Policy Development
- Financial Markets Analysis
- Strategic/Tactical/Dynamic Asset Allocation
- Portfolio Construction
- Investment Analysis/Selection
Professional Qualifications and Memberships
- Bachelor of Commerce (University of Melbourne)
- Master of Business Administration (University of Melbourne)
- Leading Professional Service Firms (Harvard University)
- GradDip of Applied Finance and Investment (Securities Institute of Australia)
- Fellow of Financial Services Institute of Australasia (FFin)
- Fellow of the Australian Superannuation Funds Association (FASFA)
- Fellow of the Australian Society of Certified Practising Accountants (FSCPA)
- Fellow of the Australian Institute of Company Directors (FAICD)
- Alumni, Winston Churchill Memorial Trust Fellowship Program
- Alumni, Cranlana Leadership Program
- Alumni, Williamson Community Leadership Program
Current Appointments
- Director and Chair of Investment Committee, AGEST
- Director and Member, Finance and Investment Committee/Melbourne Community Foundation
- Chair of Investment Committee, Essendon Football Club