Investment Reporting Manager
Mrs. Susan Bracken is the Investment Reporting Manager for Cornerstone. She is responsible for the daily accounting and reconciliation of all accounts and meets the various reporting needs of our individual and institutional clients. Mrs. Bracken also provides assistance to our institutional clients with their annual audit processes. She also serves as point person for the firm’s Portfolio Reporting Software and for increasing efficiency in all related areas. She has been instrumental in working with our various custodians to implement cost basis requirement updates.
Mrs. Bracken has worked in various fields of finance over the last 20 years including banking, commercial, and other nonprofit environments. Through her varied exposure, she has gained extensive knowledge of several software programs and accounting practices that enhance her ability to serve Cornerstone in her current role. Mrs. Bracken joined our team in 2008.
BS Business Administration, Magna Cum Laude, Bryan College, Dayton, TN – 1991
Susan has two children and lives in Atlanta with her husband Everett, and dog Nugget. She enjoys tennis, all types of music, and loves spending time with family and friends.