"Your Vision Our Experience"
Ms. Munson has joined Government Portfolio Advisors (GPA) as a Managing Director and Senior Portfolio Advisor. She will serve as an integral member of the advisory team providing consultative services to various types of public entities including cities, counties, state general funds, water districts, power districts and universities. As a Senior Advisor Susan will be responsible for directly advising clients on all aspects of the fixed income portfolio management process.
Ms. Munson comes to GPA with over 25 years of experience working in collaboration with public fund clients to help develop best practice procedures in investment management. She will assist clients with the development of investment strategies and investment policies that are aligned with the financial goals of each entity.
Ms. Munson, has served as the CEO of the Fixed Income Academy (FIA), for the past seven years. FIA is an educational platform for experienced and aspiring financial professionals to learn the fundamentals and hone their investment management skills. As the Founder of FIA, her vision of an online learning platform that delivers certification courses for public entities and financial institutions has become a success and is the standard for fixed income investment professionals. She will continue to be an instructor through the Academy and remains active as Advisory Board Chair.
Prior to FIA, she served as Managing Director at Main Street Capital Advisors from 2008 to 2012 where she led the expansion of the company’s service offerings to include portfolio consulting. She began her career in broker operations at Shearson Lehman Hutton before joining Merrill Lynch’s Institutional Advisory Division in 1993 where she led a successful institutional investment team working with 50 client portfolios.
Ms. Munson has earned and maintains her Certified Financial Planner (CFP®) designation, is a Certified Fixed Income Practitioner (CFIP), has completed the CFA Institute Investment Foundations™ Program and holds the Financial Industry Regulatory Authority (FINRA) Series 65. She previously held Series 7, 9, 10, 24, and 63 while with FINRA registered firms. She regularly holds workshops and is asked to speak to share her knowledge and expertise with professionals and investors. Ms. Munson is also active in several professional organizations and sits on the Education Committees for the Government Investment Officers Association and the California Municipal Treasurers Association.