Susan Boccardi has joined Clarion Partners as general counsel and chief compliance officer.
She is a managing director and member of the firm’s operating committee.
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.
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 J.P. Morgan, 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 the formation of Morgan Stanley Smith Barney. She later managed senio
