Jennifer Sullo

Jennifer Sullo Email and Phone Number

Director, Client Portfolio Management (OCIO and Investment Solutions) @ Principal Asset Management
United States
Jennifer Sullo's Location
New York City Metropolitan Area, United States
About Jennifer Sullo

Jen is a Senior Principal in the New York office, managing Cerity Partners OCIO client portfolios. She is also a member of the Cerity Partners OCIO Investment Committee.Before joining Cerity Partners, Jen was a Managing Partner at Antheia Capital, an investment firm focused on private climate tech investments. Prior to Antheia, she held multiple leadership positions at Goldman Sachs Asset & Wealth Management. Most recently, as the Global Head of Sustainable Investing Solutions and a Lead Portfolio Manager, overseeing portfolios ranging from $200M to multi-billion in assets, and serving as a member of the GS Sustainable Investing Council. Jen has extensive experience managing investment portfolios for all types of institutional clients including endowments and foundations, insurance reserve and retirement plans. Earlier in her career, she held various roles at J.P. Morgan Corporate & Investment Bank, ING Investment Management and General Electric Asset Management, advising on key relationships and custom investment solutions.

Jennifer Sullo's Current Company Details
Principal Asset Management

Principal Asset Management

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Director, Client Portfolio Management (OCIO and Investment Solutions)
United States
Employees:
211
Jennifer Sullo Work Experience Details
  • Principal Asset Management
    Director, Client Portfolio Management (Ocio And Investment Solutions)
    Principal Asset Management
    United States
  • Cerity Partners
    Senior Principal, Cerity Partners Ocio
    Cerity Partners Nov 2024 - Present
    New York City Metropolitan Area
    Cerity Partners OCIO (f/k/a Agility) delivers bespoke mission-aligned OCIO solutions to institutional endowments, foundations and family offices.
  • Antheia Capital
    Managing Partner
    Antheia Capital 2023 - Nov 2024
    Climate tech investments focused on the supply chain to the energy transition.
  • Goldman Sachs
    Global Head, Sustainable Investing Solutions (Asset & Wealth Management)
    Goldman Sachs 2022 - Mar 2023
    New York City Metropolitan Area
    Leadership role responsible for business development; worked across the firm to create multi-asset sustainable solutions.
  • Goldman Sachs
    Global Head, Esg & Lead Portfolio Manager (Gsam Multi-Asset Solutions)
    Goldman Sachs 2019 - 2023
    Greater New York City Area
    Lead portfolio manager responsible for defining global sustainability strategy and implementation framework within investment and risk processes across the multi-asset platform including Advisory, OCIO, and fund channels.
  • Goldman Sachs
    Managing Director, Senior Consultant, & Portfolio Manager (Rocaton)
    Goldman Sachs Mar 2014 - 2019
    Norwalk, Connecticut, United States
    Partnered with institutional and wealth investors to create comprehensive multi-asset investment programs, liability-driven investment strategy, and custom advisory and values-aligned OCIO portfolios. ESG Practice lead for $600B business.Rocaton was acquired by Goldman Sachs in 2019.
  • J.P. Morgan
    Vice President (Corporate & Investment Bank)
    J.P. Morgan Feb 2011 - Mar 2014
    Greater New York City Area
  • Ing
    Senior Associate, Institutional Sales & Service (Investment Management)
    Ing Jun 2009 - Feb 2011
    Greater New York City Area
  • Ge
    Associate, Emea Institutional Sales & Marketing (Asset Management)
    Ge Jun 2008 - Jun 2009
    Stamford, Ct
  • Ge
    Senior Specialist, Global Trading (Fixed Income)
    Ge Feb 2007 - Jun 2008
    Stamford, Ct
  • Bradley, Foster & Sargent, Inc.
    Intern
    Bradley, Foster & Sargent, Inc. May 2005 - Dec 2006
    Hartford, Connecticut, United States

Jennifer Sullo Education Details

Frequently Asked Questions about Jennifer Sullo

What company does Jennifer Sullo work for?

Jennifer Sullo works for Principal Asset Management

What is Jennifer Sullo's role at the current company?

Jennifer Sullo's current role is Director, Client Portfolio Management (OCIO and Investment Solutions).

What schools did Jennifer Sullo attend?

Jennifer Sullo attended Wharton Executive Education, Fairfield University, Trinity College-Hartford.

Who are Jennifer Sullo's colleagues?

Jennifer Sullo's colleagues are Tyler Jenkins, Cpa, Steven B., Bonnie Suveerachaimontian, Chfc®, Ea, Connor Powell, Cpa, Mba, Patrick Morrow, Chfc, Joe Zurschmiede, J.d., Cfp®, Anne Elliott.

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