Our Team: Susan Tamagni

Susan Tamagni

Senior Relationship Manager

Industry Experience: 21 years

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

Susan is a senior relationship manager who coordinates delivery of products and services to clients, with specialization in proprietary investment management products from PNC Capital Advisors. Her key responsibilities include maintaining close working relationships with existing clients as the single point of contact for all matters related to their portfolios and supporting new business opportunity development. 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. Susan sits on the Board of Directors for the San Francisco Opera Guild.  She is a coach for long distance running, track and field for the Montgomery County PA Special Olympics. She also is a certified crisis counselor for Crisis Text Line.

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