Turning Expertise into Strategic Impact

In finance and investing, trust isn't a nice-to-have. It's the price of admission. Family offices, institutional investors, and other sophisticated B2B buyers won't act on information they can't verify, sources they don't respect, or stories that feel like marketing. These examples show how I help financial services companies, fintech innovators, and investment managers earn that trust with clear, credible insights that move sophisticated buyers to act.

  • Editing
Investments and Wealth Institute logo

Investments & Wealth Institute

To facilitate the publication of long-form interviews with investment industry luminaries in The Journal of Investment Consulting, Susan…

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  • Editing
Elsevier

Elsevier

Recognizing a market appetite for further research about the jumbo worldwide retirement plan market, estimated in 2024…

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  • Expert Witness Consulting
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O’Melveny & Myers LLP

Engaged to testify in federal court, Susan Mangiero carried out extensive data analysis, including the creation of…

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  • Expert Witness Consulting
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Mayer Brown

In need of a consultant with experience and knowledge of the investment industry, Mayer Brown engaged Susan…

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