Raymond James Investment Management
Susan Walzer is responsible for leading all aspects of the funds including investment adviser, sub-advisors, fund accounting, fund oversight and transfer agent/sub-transfer agent operations. Prior to joining Carillon Tower, she worked in her current capacity and previously as director of compliance/chief compliance officer for the Eagle Family of Funds. Her previous experience includes working as an attorney for Raymond James Financial, Carillon Tower’s parent company, and in private practice. Susan holds a B.A. Stetson University, and a J.D. from Stetson University School of Law and earned her LL.M. – Taxation from Emory University College of Law.
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Raymond James Investment Management
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Raymond James Investment Management is a global asset management company that combines the exceptional insight and agility of boutique individual investment teams with the strength and stability of a full-service firm. We believe providing a lineup of institutional-class portfolio managers — spanning a wide range of disciplines and investing vehicles — is the best way to help investors seek their long-term financial goals. At Raymond James Investment Management, our multi-boutique structure allows us to provide scalable business-support solutions to distinct and talented investment teams at Chartwell Investment Partners, ClariVest Asset Management, Cougar Global Investments, Eagle Asset Management, Scout Investments, and Reams Asset Management (a division of Scout Investments). Discover the forward-thinking, global approach Raymond James Investment Management and our boutique investment managers employ in delivering value to our clients.