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Investment Management Professionals


Investment Management Talent

Executive Coaching

Realize your career potential by harnessing the power of partnering with a professional coach.

Career Transition Advisory

Partner with a coach to design and execute a plan for the next stage of your career. 

Talent Assessment

Maximize your greatest assets by leveraging the intellectual capital of an experienced talent partner. 


Libra Coaching was founded in 2021 by Susan Lerner to serve talent in the investment management industry. Prior to opening her own practice, Susan spent more than twenty-two years as a retained search professional, most recently as a Partner at Jamesbeck, a boutique executive search firm specializing in investment management. There, she was responsible for searches in all segments of the industry across a broad range of mid-senior level Investment, Distribution and Business Management roles.



“Susan has been an indispensable partner to me for over a decade. She has incredibly deep knowledge of the investment management industry, its drivers of growth and, importantly, how to optimize human capital. I trust her judgement and advice implicitly.”

Senior Partner and President, Asset Management

Fintech Platform, Wealth and Investing



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