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Jennifer Sullo Email & Phone Number
Director, Client Portfolio Management (OCIO and Investment Solutions)
at
Principal Asset Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Director, Client Portfolio Management (OCIO and Investment Solutions)
Location
New York City Metropolitan Area, United States
Company size
Who is Jennifer Sullo? Overview
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Quick answer
Jennifer Sullo is listed as Director, Client Portfolio Management (OCIO and Investment Solutions) at Principal Asset Management, a with 211 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Jennifer Sullo.
Jennifer Sullo previously worked as Senior Principal, Cerity Partners OCIO at Cerity Partners and Managing Partner at Antheia Capital. Jennifer Sullo studied at Wharton Executive Education.
Company email context
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Principal Asset Management
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Profile bio
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.
Current workplace
Jennifer Sullo's current company
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Principal Asset Management
11 roles · 8 years
Jennifer Sullo work experience
A career timeline built from the work history available for this profile.
Senior Principal, Cerity Partners Ocio
CurrentCerity Partners OCIO (f/k/a Agility) delivers bespoke mission-aligned OCIO solutions to institutional endowments, foundations and family offices.
Nov 2024 - Present
Managing Partner
Antheia Capital
Climate tech investments focused on the supply chain to the energy transition.
2023 - Nov 2024
Global Head, Sustainable Investing Solutions (Asset & Wealth Management)
Leadership role responsible for business development; worked across the firm to create multi-asset sustainable solutions.
2022 - Mar 2023
Global Head, Esg & Lead Portfolio Manager (Gsam Multi-Asset Solutions)
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.
2019 - 2023
~4 yrs
Managing Director, Senior Consultant, & Portfolio Manager (Rocaton)
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.
Mar 2014 - 2019
Vice President (Corporate & Investment Bank)
Feb 2011 - Mar 2014
Senior Associate, Institutional Sales & Service (Investment Management)
Jun 2009 - Feb 2011
Associate, Emea Institutional Sales & Marketing (Asset Management)
Jun 2008 - Jun 2009
Senior Specialist, Global Trading (Fixed Income)
Feb 2007 - Jun 2008
May 2005 - Dec 2006
Team & coworkers
Colleagues at Principal Asset Management
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
YP
Yelena Pelimskaya
Colleague at Principal Asset ManagementConshohocken, Pennsylvania, United States
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HH
Hu Henry
Colleague at Principal Asset ManagementTaiwan, Province Of China
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GN
Ganesan Narayanan
Colleague at Principal Asset ManagementPenang, Malaysia
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DR
David R. Hudson
Colleague at Principal Asset ManagementSan Francisco, California, United States
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DJ
Darcy James
Colleague at Principal Asset ManagementLouisville, Kentucky, United States
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KW
Kelsey Whatley
Colleague at Principal Asset ManagementNew York, United States
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SS
Steve Schoneman, Cfa
Colleague at Principal Asset ManagementGreater Chicago Area, United States
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AH
Albert Hwang, Cpa, Cfp®
Colleague at Principal Asset ManagementSan Francisco, California, United States
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EW
Emily Wilkins
Colleague at Principal Asset ManagementNew York, United States
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JS
Jason Simpson, Cfp®
Colleague at Principal Asset ManagementBowling Green, Kentucky, United States
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Yelena Pelimskaya
Colleague at Principal Asset ManagementConshohocken, Pennsylvania, United States
View →
HH
Hu Henry
Colleague at Principal Asset ManagementTaiwan, Province Of China
View →
GN
Ganesan Narayanan
Colleague at Principal Asset ManagementPenang, Malaysia
View →
DR
David R. Hudson
Colleague at Principal Asset ManagementSan Francisco, California, United States
View →
DJ
Darcy James
Colleague at Principal Asset ManagementLouisville, Kentucky, United States
View →
KW
Kelsey Whatley
Colleague at Principal Asset ManagementNew York, United States
View →
SS
Steve Schoneman, Cfa
Colleague at Principal Asset ManagementGreater Chicago Area, United States
View →
AH
Albert Hwang, Cpa, Cfp®
Colleague at Principal Asset ManagementSan Francisco, California, United States
View →
EW
Emily Wilkins
Colleague at Principal Asset ManagementNew York, United States
View →
JS
Jason Simpson, Cfp®
Colleague at Principal Asset ManagementBowling Green, Kentucky, United States
View →
3 education records
Jennifer Sullo education
Education record
Master Of Science (Ms), Finance
Bachelor Of Science (B.S.), Economics
FAQ
Frequently asked questions about Jennifer Sullo
Quick answers generated from the profile data available on this page.
What company does Jennifer Sullo work for?
Jennifer Sullo works for Principal Asset Management.
What is Jennifer Sullo's role at Principal Asset Management?
Jennifer Sullo is listed as Director, Client Portfolio Management (OCIO and Investment Solutions) at Principal Asset Management.
Where is Jennifer Sullo based?
Jennifer Sullo is based in New York City Metropolitan Area, United States while working with Principal Asset Management.
What companies has Jennifer Sullo worked for?
Jennifer Sullo has worked for Principal Asset Management, Cerity Partners, Antheia Capital, Goldman Sachs, and J.P. Morgan.
Who are Jennifer Sullo's colleagues at Principal Asset Management?
Jennifer Sullo's colleagues at Principal Asset Management include Yelena Pelimskaya, Hu Henry, Ganesan Narayanan, David R. Hudson, and Darcy James.
How can I contact Jennifer Sullo?
You can use AeroLeads to view verified contact signals for Jennifer Sullo at Principal Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Jennifer Sullo attend?
Jennifer Sullo studied at Wharton Executive Education.
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