Suzanne Harris is a 30 year veteran of the securities industry and began her career at Wheat Advisory Services in 1975. She joined Wheat First Securities in 1976 and she has worked in Branch Administration, as a Municipal Bond Trader, as Fixed Income Strategist. In 1988, she formed and became the manager of the Municipal High Net Worth Department. Ten years later, she expanded the department to include Taxable Fixed Income and Equities. Suzanne served as Manager of the department for the firm and as Municipal Portfolio Strategist for over years 15 years.
In January 2004, with over 25 years of experience working with municipal securities, Suzanne joined Caprin Asset Management. Suzanne comes to Triangle Securities as a Fixed Income Strategist from Caprin Asset Management, where she was most recently an Executive Vice President and Managing Partner.
At Triangle Securities, Suzanne works with our Financial Advisors and their Clients to manage the fixed income assets in their portfolio. This includes selecting new securities as well as reviewing existing holdings taking into consideration interest rate risk, credit reviews and changes in client circumstances.
Suzanne is a graduate of Westhampton College and graduated Cum Laude from the University of Richmond. She served as a past president of the Bond Club of Virginia and has served as a member of the Municipal Sales and Marketing Committee of the Bond Market Association. |