Our Team: Susan Tamagni

Susan Tamagni

Senior Relationship Manager

Industry Experience: 22 years

Education: BA, University of Colorado; MBA University of Colorado

Susan is a senior relationship manager for PNC Capital Advisors located in Philadelphia, Pennsylvania. She is responsible for the coordination and delivery of investment solutions for institutional clients including public entities, corporations, defined benefit plans, charitable organizations, endowments and foundations. Key responsibilities include maintaining relationships with existing clients by serving as the single point of contact for all matters related to their portfolios in accordance with client investment objectives as well as supporting the development of new business relationships. Prior to her current role, Susan was director of client relations, specializing in the advisement of not-for-profit healthcare providers, endowments and not-for-profit arts and science organizations. She was responsible for working with complex, multi-portfolio mandates across a wide variety of legal structures including defined benefit, philanthropic trusts, endowment and operating accounts. Before that position she was an investment management consultant with RBC Dain & Company where she was responsible for institutional sales. Susan graduated with a Bachelor of Arts in neurobiology from the University of Colorado Boulder and a Master of Business Administration in finance from the University of Colorado, Leeds School of Business.  

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