Susan Cassidy

Susan Cassidy, CMFC®
Client Manager

8200 Greensboro Dr

Suite 1000,

McLean, VA 22102-3803

About me

Background

Susan Cassidy is a Client Manager and Chartered Mutual Fund Counselor professional (CMFC) within the Foundations and Endowments Specialty Practice, offering more than 29 years of experience within the financial services industry and more than 15 years working with nonprofit organizations. As a Client Manager, she is responsible for the practice’s client service delivery, acting as a key strategic advisor to new and existing nonprofit relationships and providing clients with nonprofit insight and experience.

The Foundations and Endowments Specialty Practice delivers comprehensive investment advisory, administration, planned giving, custody, trust and fiduciary services to nonprofit organizations. The firm administers assets for foundations, supporting organizations, hospitals, educational institutions, cultural organizations, human service agencies, associations, municipalities and other nonprofits.

Susan has her Chartered Mutual Fund Counselor (CMFC) designation. Previously, she received her Chartered Retirement Plans Specialist designation (CRPS) and passed the Series 65 Uniform Investment Adviser Law Examination. Additionally, she served as a retirement plan consultant in the financial services industry.

Education

B.A.
Illinois State University 1983
M.A.
Illinois State University 1985

Personal Interests

Susan volunteers her time with community service organizations and presently serves as a volunteer on a scholarship committee at the Community Foundation for Northern Virginia and has served on other committees at the Community Foundation for Northern Virginia.  

Specialties

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

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