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Patrick Schussman
Managing Director, Head of Advisory Distribution at Aristotle Capital Boston, LLC
About
Patrick Schussman serves as the Managing Director and Head of Advisory Distribution at Aristotle Capital Management, LLC, operating out of Los Angeles, CA. In this leadership position, he oversees advisory distribution strategy across all channels, focusing on the business development and relationship management for the firm’s investment solutions. His remit includes collaborating closely with institutional clients, financial advisors, and consultants to drive growth and strengthen client engagement for Aristotle Capital’s platforms.
His expertise centers on equity strategies, especially large cap value and other fundamental equity portfolios, aligning with Aristotle Capital’s core capabilities. Schussman is closely involved with both institutional and retail distribution of these products and has deep experience working with a range of clients—including foundations, endowments, family offices, and corporate retirement plans. His background also includes expertise in alternative investments, having contributed to advisory and consulting practices focused on client portfolio diversification and risk management.
Before joining Aristotle Capital, Schussman held major leadership roles at Morgan Stanley, including as Consulting Group Western Division Director and National Sales, Institutional Consulting. He began his career after earning a Bachelor of Business Administration in Finance from California State University, Northridge (CSUN), and holds the CFA, CIMA, and AIF designations, reflecting his depth of technical knowledge and commitment to industry best practices. His notable contributions include helping institutional clients implement value-driven investment strategies and leading national teams to deliver award-winning advisory services.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Aristotle Capital Management, LLC | Managing Director, Head of Advisory Distribution | Apr 2016 to Jul 2024 | • Promoted to run fledgling intermediary distribution business of a boutique, employee-owned asset management firm and grew it from $700mm to $25B in eight years. • Personally attained numerous high-c... |
| Aristotle Capital Management, LLC | Executive Vice President, Head of Retail Business Development | Sep 2014 to Apr 2016 | • Established significant National Accounts relationships leading to high conviction ratings. • Raised $100mm year-one through rolodex of top advisors. • Opened doors for the wholesaling team by provi... |
| Morgan Stanley | Consulting Group Western Division Director and National Sales, Institutional Consulting | Aug 2009 to Sep 2014 | • Successfully drove top-line revenue growth of the fee-based advisory business in the Western US ($45B in annual advisory sales from 5,600 Financial Advisors across 16 states). • Achieved record sale... |
| Smith Barney | National Head of Graystone Consulting, Institutional Services | Aug 2007 to Aug 2009 | • Served as business partner and key resource to the firm’s top institutional consulting teams while managing 14 person team who oversaw Graystone’s products, tools and resources. • Developed new prog... |
| Smith Barney | Consulting Group Sales Manager, Western Territory | Apr 2000 to Aug 2007 | • Successfully grew fee-based revenue in the Western US while managing regional team providing technical and sales support for the SMA, mutual fund wrap and UMA programs. • Ranked #1 or #2 for sales g... |
| Citibank Private Bank | Investment Services Director, Western US | May 1998 to Apr 2000 | • Raised hundreds of millions of dollars in assets in traditional, private equity, real estate, and other alternative products from the bank’s UHNW Private Bank clients. • Introduced sophisticated pro... |
| Smith Barney | Consulting Group Regional Director, Southern California | Jun 1995 to May 1998 | • Responsible for driving sales of fee-based advisory products in Southern California. • Transformed weak territory into one of the top-ranked regions in the country. • Recognized as “Regional Directo... |
| Smith Barney | Consulting Group Senior Divisional Analyst, Western US | Dec 1993 to Jun 1995 | • Successfully integrated disjointed team, built morale, and dramatically improved effectiveness and quality of analytical support for FAs on the West Coast. • Responsible for all aspects of employee ... |
| Higgins, Marcus & Lovett, Inc. | Senior Valuation Analyst | Aug 1991 to Dec 1993 | • Valued the equity ownership of privately held businesses for sale, gift tax, estate tax. • Wrote complete valuation reports for use by clients, the IRS and legal counsel. |
| Wilshire Associates | Associate Pension Investment Consultant | Jun 1990 to Aug 1991 | • Conducted asset allocation studies, investment structure analyses, and manager searches in support of a Senior Consultant who was advising pension funds and other institutions. • Responsible for due... |
| Wilshire Associates | Supervisor of Investment Performance Measurement - Pension Consulting | Apr 1988 to Jun 1990 | • Managed team of analysts responsible for reporting to Cal PERS; Cal STRS; States of Oregon, Maine and New Mexico, PBGC, etc. |
| Wilshire Associates | Investment Analyst - Pension Consulting Performance Measurement | Jul 1987 to Apr 1988 | • Analyzed and prepared sophisticated quarterly performance reports for pension fund clients. |
Education
CSUN
Bachelor of Business Administration (BBA), Finance, General
1993 — 1997
Skills & Expertise
Others at Aristotle Capital Boston, LLC (39)
| Name | Role | Location |
|---|---|---|
 | Principal : Portfolio Manager - Global | Los Angeles, CA , United States |
 | Senior Vice President | Cumming, GA , United States |
E Edward Rozell | Senior Vice President Institutional Services | Los Angeles, CA , United States |
 | Senior Vice President, Data Management | Los Angeles, CA , United States |
 | Senior Vice President, Advisory Distribution | Chicago, IL , United States |
 | Principal, Portfolio Manager | Los Angeles, CA , United States |
 | Principal, Managing Director, Portfolio Manager | Los Angeles, CA , United States |
 | High Yield Portfolio Manager, Senior Credit Research Analyst | Hermosa Beach, CA , United States |
J John Manley | Principal, Managing Director- Institutional Services | Boston, MA , United States |
 | Managing Director and Chief Technology Officer | Los Angeles, CA , United States |
