Susan Schneider serves as Manager, Institutional Fiduciary Solutions with the Raymond James Institutional Fiduciary Solutions team. As a Senior institutional consultant, she is also responsible for institutional consulting advice and proposals. She has been in the financial industry since 1995 and specializes in the delivery of the investment management consulting process including investment policy development and review, asset allocation, manager search and selection, and ongoing due diligence and monitoring. Prior to joining Raymond James, Susan managed the institutional consulting team at McDonald Investments and managed Portfolio Consulting Services for Key Private Bank.

Susan has earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies. Susan also holds the Certified Investment Management Analyst® designation, administered by the Investments & Wealth InstituteTM and taught in conjunction with The Wharton School, University of Pennsylvania and also the Certified Investment Management ConsultantSM designation. Susan is also a CRPS® or Chartered Retirement Plans Specialist® designee through the College for Financial Planning. Susan holds a B.A. in Biology from University of California, Santa Cruz.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.