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Susan Lakatos  

Susan is a market professional specializing in equity and fixed income valuation, corporate finance, economics, and wealth management, with a focus on statistical and analytical methods and techniques.

Susan is a market professional specializing in equity and fixed income valuation, corporate finance, economics, and wealth management, with a focus on statistical and analytical methods and techniques. Susan previously was the global director, securities, at the New York Institute for Finance, where she was in charge of all global training on the financial markets and investments. In this capacity she supervised the development of materials and programs by the staff of instructors and trained personally for key clients.

Her background as an investment analyst and advisor encompasses covers a wide range of financial instruments and clients. Her positions include managing editor street insight for TheStreet.com, director of research for Veronis Suhler, a merchant/investment bank; president of Ananda Advisors in New York; vice president in investment strategy for Kidder, Peabody & Co.; and economist for Washington Analysis Corp., then a subsidiary of Prudential Securities. Susan was appointed by the United States Secretary of Labor to the U.S. Department of Labor Business Research Advisory Council, which oversees construction and release of economic indicators, including the Consumer Price Index and employment data, and served for ten years. She was invited to the White House in recognition of her service.

A specialist in Wealth Management and the Capital Markets, Susan has more than a decade of teaching experience and has delivered programs worldwide, including an international economic conference on financial markets and corporate restructuring, with speakers including: Hon. Alan Greenspan, Chairman of the Federal Reserve; Hon. Janet Yellen, Chairman of the Council of Economic Advisors; Ambassador Charlene Barshefsky, U. S. Trade representative; and other key players in world financial markets.

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