Susan Fleck, CFA®, CAIA, CPA®

Susan is an investment solutions analyst in the home office of B. Riley Wealth Management in Memphis, Tennessee.  She is responsible for developing investment strategies for individual and institutional clients of the firm.  Prior to joining B. Riley in 2014, Susan served as Operational Due Diligence Analyst for Gerber Taylor Management Company.  Susan has more than 17 years experience in the financial services industry.

Susan has earned the Chartered Financial Analyst® (or CFA ®) professional designation awarded by the CFA Institute.  Susan is also a Certified Public Accountant (or CPA®).  Susan holds a B.B.A. in Banking and Finance & Management from Mississippi State University and earned a M.B.A. in Accountancy from Christian Brothers University. 

Susan is a member of the Board of Directors of Humane Society of Memphis & Shelby County and she is a past board member of Arts Memphis.  Susan is also a member of the UC Foundation SMILE Fund Advisory Board.