Jeffrey Gaither Sullivan

Jeffrey Gaither Sullivan

Portfolio Manager-Equities presso HighTower Advisors LLC

Finance
Consumer Services

Profilo

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.

Posizioni attive di Jeffrey Gaither Sullivan

SocietàPosizioneInizio
Portfolio Manager-Equities 01/02/2010
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Corporate Officer/Principal -
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Formazione di Jeffrey Gaither Sullivan

Princeton University Undergraduate Degree

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Aziende private

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Aziende private2

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Finance

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