ABOUT VERUS

Claudia Schloss

Consulting Team

Claudia Schloss, CFA

Claudia Schloss, CFA

Consultant

Ms. Schloss has over 30 years of experience within the investment management industry. At Verus, she provides a broad range of consulting services to a variety of institutional plan sponsors, including strategic asset allocation, manager structure analysis, manager selection, risk management and continuing education of fiduciaries.

Ms. Schloss has experience in investment management consulting, client service and business development, working at BP Associates, TCW, Western Asset Management, Merrill Lynch, and other investment firms.

Ms. Schloss is a CFA charterholder (Chartered Financial Analyst) and is a member of the CFA Society of Los Angeles. She graduated from the University of Southern California with a bachelor’s of science degree (BS) in business administration with a double emphasis in corporate finance and entrepreneurship. She has served as a board member on the Bond Oversight Committee for the City of Manhattan Beach and National Charity League Los Angeles Founder Chapter.