Claudia Schloss, CFA


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, portfolio analytics, client service and business development, working at BP Associates, TCW, Western Asset Management, Merrill Lynch, and other investment firms. Ms. Schloss is well known in the industry for her analytical and client service skills. She has held committee positions for various plan sponsor organizations, including Program Committee and Affiliates Committee for SACRS (State Association of County Retirement Systems in California) and Advisory Committee for NCTR (National Council on Teacher Retirement).

Ms. Schloss earned a CFA charter (Chartered Financial Analyst) in 2001 and is a member of the CFA Society of Los Angeles. She graduated from the University of Southern California with a Bachelor 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.