Susan L. Natalini
Corporate Officer/Principal at WADDELL & REED FINANCIAL, INC.
Profile
Susan L.
Natalini is currently the Senior VP, COO-Equity & Fixed Income at Waddell & Reed Financial, Inc. and the COO-Equity & Fixed Income Investments at Delaware Wilshire.
Private Markets Master Fund.
She previously worked as the Senior Vice President at Macquarie Investment Management Business Trust, Principal at Wells Fargo Bank NA, Principal at Coopers & Lybrand LLP, and Chief Operating Officer & Senior Vice President at Four Corners Capital Management LLC.
She holds an MBA from the University of Pennsylvania and an undergraduate degree from Carleton College.
Susan L. Natalini active positions
Companies | Position | Start |
---|---|---|
WADDELL & REED FINANCIAL, INC. | Corporate Officer/Principal | - |
Delaware Wilshire Private Markets Master Fund
Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Corporate Officer/Principal | - |
Former positions of Susan L. Natalini
Companies | Position | End |
---|---|---|
Coopers & Lybrand LLP | Corporate Officer/Principal | 1993-12-30 |
Four Corners Capital Management LLC
Four Corners Capital Management LLC Investment ManagersFinance Founded in 2003 by Mike McAdams, Four Corners Capital Management LLC (FCCM) is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Macquarie Investment Management Business Trust and their ultimate parent is Macquarie Group Ltd. FCCM manages investment advisory accounts on a discretionary basis for private investment partnerships, unregistered pooled investment funds (commonly referred to as CLOs or CDOs), institutional private accounts and registered investment companies. FCCM may serve as advisor or sub-advisor and may, with client approval, engage other firms to act as sub-advisor of a portion of accounts that they manage. | Chief Operating Officer | - |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Corporate Officer/Principal | - |
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Corporate Officer/Principal | - |
Training of Susan L. Natalini
University of Pennsylvania | Masters Business Admin |
Carleton College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Waddell & Reed Financial, Inc.
Waddell & Reed Financial, Inc. Investment Banks/BrokersFinance Waddell & Reed Financial, Inc. provides investment advisory, investment management, investment product underwriting, distribution and administrative services. It operates through distinct distribution business channels: Unaffiliated channel, Wealth Management channel and Institutional channel. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Finance |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Finance |
Coopers & Lybrand LLP | Commercial Services |
Four Corners Capital Management LLC
Four Corners Capital Management LLC Investment ManagersFinance Founded in 2003 by Mike McAdams, Four Corners Capital Management LLC (FCCM) is a registered investment advisor located in Philadelphia, Pennsylvania. The firm is a subsidiary of Macquarie Investment Management Business Trust and their ultimate parent is Macquarie Group Ltd. FCCM manages investment advisory accounts on a discretionary basis for private investment partnerships, unregistered pooled investment funds (commonly referred to as CLOs or CDOs), institutional private accounts and registered investment companies. FCCM may serve as advisor or sub-advisor and may, with client approval, engage other firms to act as sub-advisor of a portion of accounts that they manage. | Finance |
Delaware Wilshire Private Markets Master Fund
Delaware Wilshire Private Markets Master Fund Investment Trusts/Mutual FundsMiscellaneous Delaware Wilshire Private Markets Master Fund operates as a closed-end, non-diversified, management investment firm. It's objective is to provide access to the private markets with the goals of offering: broad, global private markets exposure, with diversification potential across private equity, real assets, private credit and alternative yield; long-term capital appreciation; current income through periodic distributions; and prudent risk management. The company was founded on March 13, 2020 and is headquartered in Oaks, PA. | Miscellaneous |
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