Jeffrey Gaither Sullivan
Portfolio Manager-Equities at HighTower Advisors LLC
Profile
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.
Jeffrey Gaither Sullivan active positions
Companies | Position | Start |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portfolio Manager-Equities | 01/02/2010 |
Former positions of Jeffrey Gaither Sullivan
Companies | Position | End |
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Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | - |
Training of Jeffrey Gaither Sullivan
Princeton University | Undergraduate Degree |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Linked companies
Private companies | 2 |
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HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
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