Sunil Suri - Chief Investment Officer
Professional Overview
Sunil Suri is an accomplished financial executive with extensive experience in investment management, corporate governance, and strategic advisory roles. As the Chief Investment Officer at Capitol Hill Group, he is responsible for overseeing the firm's investment strategy, portfolio management, and risk mitigation initiatives.
Experience Summary
Current Role
As the Chief Investment Officer at Capitol Hill Group, Sunil is responsible for developing and implementing the firm's investment strategy, managing the investment portfolio, and ensuring alignment with client objectives. He has played a pivotal role in driving the firm's assets under management to over $5 billion, delivering consistent, risk-adjusted returns for the firm's diverse client base.
Career Progression
Prior to his current role, Sunil served as the Executive Director at Moelis & Company, where he provided strategic advisory services to clients on complex financial transactions and corporate governance matters. He also held the position of Board of Directors (Observer) at Worldwide Golf Shops, leveraging his expertise in corporate governance and financial analysis to support the company's strategic decision-making.
Sunil's earlier career includes roles as Vice President at Lazard, where he advised clients on mergers, acquisitions, and capital raising; Portfolio Manager and Head of Corporate Governance at Dimensional Fund Advisors, where he managed investment portfolios and championed shareholder stewardship initiatives; and Associate positions at Jefferies and Sidley Austin LLP, where he gained valuable experience in investment banking and legal advisory services.
Academic Background
Sunil holds a Master of Business Administration (MBA) degree from the University of Chicago Booth School of Business, where he specialized in Finance and Accounting. He also earned a Bachelor of Arts (BA) degree in Economics from the University of California, Berkeley, graduating with Honors.
Areas of Expertise
- Investment strategy and portfolio management
- Corporate governance and shareholder stewardship
- Mergers, acquisitions, and strategic advisory services
- Financial analysis and risk management
- Leadership and team development
Professional Impact
Sunil's contributions to the investment management industry are noteworthy. He has been recognized for his thought leadership in corporate governance, having authored several industry publications and speaking at prominent industry conferences. Additionally, under his leadership, the investment portfolios he has managed have consistently outperformed industry benchmarks, demonstrating his ability to navigate complex market conditions and deliver superior risk-adjusted returns.
Conclusion
With his extensive experience, technical expertise, and proven track record of success, Sunil Suri is well-positioned to continue driving value for Capitol Hill Group and its clients. As he looks ahead, Sunil remains focused on leveraging his deep industry knowledge and strategic acumen to expand the firm's reach and solidify its position as a trusted advisor in the investment management space.
