Financial charts standing on laptop computer keyboard
The words You Speak We Listen in blue text on a note card pinned to a cork notice board as a reminder of the way to provide excellent customer service via effective communication

Our Approach

At Fiduciary Leadership, LLC, we believe that effective communications is the cornerstone to building relationships with our clients and the people they want to reach. Our mission is to listen, analyze and provide clear and concise feedback about how best you can further develop business on the basis of empathy and trust. Our team is uniquely positioned to pinpoint obstacles and identify opportunities that help organizations grow their sales to institutional and high net worth investors. We combine data-driven research and extensive industry experience in the financial sector with a superior talent for storytelling with impact. Unlike many consulting firms in this sector, we are independent, objective and do not compete because we don't sell either investment advice or products.

 

Our Story

In 2003, Dr. Susan Mangiero established a firm to provide data-driven analysis, research and training with a focus on regulatory compliance, fiduciary best practices, financial risk management and valuation. Over time, Fiduciary Leadership, LLC has grown to include forensic investigations, competitive strategy consulting, corporate learning and action-focused thought leadership.

Meet the Team

Fiduciary Leadership, LLC clients appreciate our independence, collegial communication style, attention to details, ability to ask the right questions and focus on delivering cost-effective solutions on time.

Susan Mangiero

Susan Mangiero, PhD AIFA, CFA, CFE, FRM, PPC

Dr. Mangiero has more than twenty five years of experience in financial and investment services as a portfolio manager, compliance professional, trader, risk manager, appraiser, strategist and fiduciary expert.

project management flow chart or mindmap - a sketch on a napkin with cup of coffee

Customized Task Force To Meet Client Needs

Our affiliations with the Analysis Group, the Michel-Shaked Group and the Berkeley Research Group ensure access to computer and data technicians, financial analysts and industry specialists as needed and on a cost-effective basis.

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Thought Leadership and Fiduciary Branding

Our team includes top-quality branding, content creation, design, editing, production and social media experts. We can assist with focus groups, surveys and white papers on a private label or attributed basis.

Next Steps...

We welcome an opportunity to speak with you about your fiduciary benchmarking, trust communication, investor-focused thought leadership or corporate learning needs. Our unique perspective as financial industry experts with "voice of the customer" knowledge can help your company overcome the trust gap and strengthen business relationships.