Jeffrey Gaither Sullivan

Jeffrey Gaither Sullivan

Portfolio Manager-Aktien bei HighTower Advisors LLC

Finance
Consumer Services

Profil

Mr. Jeffrey G.
Sullivan is a Managing Director & Partner at HighTower Advisors LLC.
His focus throughout his career has been in helping clients achieve their goals by building optimal portfolios with the tools of investment management consulting.
These include Investment and Spending Policy development, strategic and tactical asset allocation, manager research and evaluation and ongoing monitoring.
His clients include both high net worth families and foundations and endowments.
With the former, a host of additional comprehensive wealth planning strategies such as tax efficiency, retirement and estate planning and debt and insurance analysis are employed to meet their special needs.
He brings over 28 years of experience.
Mr. Sullivan was employed at Morgan Stanley Smith Barney where he served as a Senior Institutional Consultant and a Member of the firm’s Directors’ Council.
He received his undergraduate degree in Economics from Princeton University in 1978 and is a graduate of the University of Pennsylvania’s Wharton School of Business’ distinguished Investment Management Analyst Program, having earned the Certified Investment Management Analyst (CIMA) designation.
Mr. Sullivan is also a Member of the Investment Management Consultants Association and serves on the Board of Directors of Aim House, Rosewood Center for Eating Disorders, Palm Beach Institute, E-Poll, Inc. and the New York Foundation.

Aktive Positionen von Jeffrey Gaither Sullivan

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.02.2010
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Corporate Officer/Principal -
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Ausbildung von Jeffrey Gaither Sullivan

Princeton University Undergraduate Degree

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