news—07.29.2019

Susan Boccardi Joins Clarion Partners as General Counsel and Chief Compliance Officer

Press Release

Susan Boccardi Clarion Partners

NEW YORK (July 29, 2019) Clarion Partners LLC, a leading real estate investment manager, announced today that Susan Boccardi has joined the Firm as General Counsel and Chief Compliance Officer. She is a Managing Director and member of the Firm’s Operating Committee, reporting to Chief Executive Officer David Gilbert. 

In this highly strategic role, Boccardi will oversee the Firm’s legal function and provide legal perspective and advice to the senior management team and investment professionals on a wide variety of regulatory, compliance, strategic and tactical issues.

“This role is a critical one for our Firm, and we have been highly selective in finding the right talent and fit for our organization,” said Gilbert. “Susan brings to Clarion a unique combination of both law firm training and in-house experience, deep financial industry acumen, and international legal expertise that will complement our high-performance leadership team and support our future growth.”

Boccardi most recently spent five years at J.P. Morgan, where she led the 17-attorney global legal team for the Wealth Management Managed Investments business and advised on strategy and product development during a period of unprecedented growth. Prior to her time with JPM, she served as Head of the Investments Legal Group at Morgan Stanley Wealth Management where she advised on legal and regulatory matters in the 2009 joint venture with Citigroup, resulting in formation of Morgan Stanley Smith Barney. She later managed senior teams of lawyers through the challenge of integrating the entities. Prior to her time in financial services, Boccardi spent twelve years practicing corporate law with the firm Davis Polk & Wardwell in New York.

She holds both a B.A. and a J.D. from Georgetown University in Washington, DC.​

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This material does not constitute investment advice, nor does it constitute an offer in any product or strategy offered by Clarion Partners LLC or Clarion Partners Europe, and should not be viewed as a current or past recommendation to buy or sell any securities. Any specific investment referenced may or may not be held in a Clarion Partners client account. It should not be assumed that any investment, in any property or other asset, was or will be profitable. Investment in real estate involves significant risk. Investors should consider their investment objectives, and it is strongly suggested that the reader seek his or her own independent advice in relation to any investment, financial, legal, tax, accounting or regulatory risks and evaluate their own risk tolerance before investing.

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