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Patrick Schussman

Aristotle Capital Management

Speaker Bio

Patrick Schussman is Managing Director, Head of Advisory Distribution at Aristotle Capital.  Prior to joining Aristotle Capital, Patrick held many positions in a 20-year career at Morgan Stanley and its predecessor firms.  Most recently, he served in a dual role as a Consulting Group Western Division Director where he ran distribution of the firm’s fee-based advisory business in the Western U.S., and was the Director of Institutional Business Development for Graystone Consulting and the broader institutional consulting business of Morgan Stanley.  Prior responsibilities at the firm included heading the Graystone Consulting business, serving as Investment Counselor to the ultra high net worth clients of Citi’s Private Bank, and supporting the managed account business of Financial Advisors as a Divisional Director, Regional Director, and Senior Divisional Analyst with Smith Barney's Consulting Group.  Prior to Morgan Stanley, Patrick conducted business valuations for privately held companies.  He started his professional career at Wilshire Associates Pension Consulting Division, where he worked with some of the nation's largest public and private pension plans.

Patrick is a frequent lecturer at industry conferences on topics from advisory best practices to institutional trends to advisory best practices.   Recent engagements include the 2018, 2017, 2014 and 2013 Association of Professional Investment Consultant’s National Conferences, the 2018 and 2016 IWI/IMCA National Conferences, the 2016 and 2014 Asia Pacific Association of Fiduciary Studies Annual Pacific Rim Investment Conferences, the 2018 Barron’s Top Institutional Consultant’s Conference, and many more.

Patrick earned his Bachelor of Science degree in Business Administration/Finance from California State University, Northridge, where he was an Elbridge A. Stuart Scholar. 

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