Patrick Schussman, CFA, CIMA, AIF
Patrick Schussman is a Managing Director, 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 the 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 earned his Bachelor of Science degree in Business Administration/Finance from California State University, Northridge, where he was an Elbridge A. Stuart Scholar. He is a CFA® charterholder, CIMA® professional and Accredited Investment Fiduciary (AIF). Patrick is also a member of the CFA Institute, Investment Management Consultants Association (IMCA) and CFA Society of Los Angeles.