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Rodney Sullivan, Cfa, Caia Email & Phone Number
Mayo Center for Asset Management Executive Director
at
University of Virginia Darden School of Business
1 work email found
@cfainstitute.org
1 phone found area 434
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Mayo Center for Asset Management Executive Director
Location
Charlottesville, Virginia, United States
Who is Rodney Sullivan, Cfa, Caia? Overview
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Quick answer
Rodney Sullivan, Cfa, Caia is listed as Mayo Center for Asset Management Executive Director at University of Virginia Darden School of Business, based in Charlottesville, Virginia, United States. AeroLeads shows a work email signal at cfainstitute.org, phone signal with area code 434, and a matched LinkedIn profile for Rodney Sullivan, Cfa, Caia.
Rodney Sullivan, Cfa, Caia previously worked as Managing and Founding Partner at Vesteer Wealth Management and Advisory Board Member at Crain Currency. Rodney Sullivan, Cfa, Caia holds Master Of Arts - Ma, Economics from Virginia Commonwealth University.
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Email format at University of Virginia Darden School of Business
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*@cfainstitute.org
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Profile bio
About Rodney Sullivan, Cfa, Caia
Over the past 30 years, I have sought to improve the global investment community through rigorous research and continuous education. The focus of my efforts has been twofold: (a) putting client interests first and foremost, and (b) the preservation and growth of wealth for investors. I conduct innovative research and publish widely in scholarly journals and magazines, and speak regularly as a recognized expert on global investment management.I currently pursue several simultaneous roles. I serve as Executive Director of the Mayo Center for Asset Management at the Darden Graduate School of Business. Here, my focus is on elevating and strengthening the Mayo Center as a global leader in investment management through developing and delivering innovative investment content, advancing responsible stewardship of wealth, and inspiring citizen-leaders. I am also the founder of Vesteer Wealth Management, an independent Registered Investment Advisor held to a fiduciary standard. We put clients interests first by combining a transparent, goals-based approach with a cost-effective, diversified, tax-aware portfolio designed to help clients grow and preserve wealth from generation to generation. Additionally, I am a co-editor of the Journal of Alternative investments published by CAIA Association.Another role that I also enjoy is serving as a an expert witness and consultant on the general practice of financial wealth management in connection with litigation cases. My board positions and memberships include:o Board of Directors (former), Institute for Quantitative Research in Financeo Practitioner Director (former), Financial Management Association Internationalo Founding member, Board of Advisors at Veritat Advisors (now NestWise), o Member of CFA Institute and CFA Virginia,o Member of CAIA Association, Washington DC,o Member of Chicago Quantitative Alliance, o Past president of the Richmond Association for Business Economics.I obtained my BS and MA in economics from Virginia Commonwealth University, and hold the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations. I have also served as an adjunct faculty member at Virginia Commonwealth University and Randolph Macon College.
Listed skills include Portfolio Management, Equities, Investments, Asset Allocation, and 32 others.
Current workplace
Rodney Sullivan, Cfa, Caia's current company
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University Of Virginia Darden School Of Business
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12 roles · 29 years
Rodney Sullivan, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Mayo Center For Asset Management Executive Director
CurrentLeadership and oversight over the many activities of the Mayo Center for Asset Management with a mission to advance the study and practice of responsible asset management globally through developing and delivering world-class research, educational programs and activities, awards, and support for student clubs and Darden Capital Management.
Apr 2019 - Present
Managing And Founding Partner
CurrentFounded and oversee all aspects of Charlottesville-based Registered Investment Advisor focused on supporting the wealth management needs for high-net-worth individuals and families.
Feb 2020 - Present
Advisory Board Member
CurrentCrain Currency is committed to bringing wisdom to family wealth. This collaborative community thrives on relationships and the thought leadership of those who make a difference in the industry. Editorial advisory board members strive to create meaningful content that resonates.
Nov 2023 - Present
Editor, Journal Of Alternative Investments
Current
Jun 2020 - Present
Financial Litigation Consultant
Current
Rps Partners
Serve as an expert witness and consultant in matters relating to the practice of investments and wealth management.
Jul 2020 - Present
Vice President
• Elevated and strengthened the firm’s position as a global leader in investment management through developing and delivering imaginative, evidence-based solutions to today’s investment challenges for firm clients and prospects and the wider investment community. • Connected the firm’s latest research, strategies, and thought leadership for global clients and prospects through live events and one-on-one meetings. Created and launched the AQR Master Class in Alternatives executive education program and was a founding member of the AQR Asset Management Institute at London Business School.• Responsible for developing and communicating original research for firm clients around many complex investment topics including: the rationale and approach for firm strategies and investment solutions; firm-wide research and innovations; issues of importance to the investment community; and asset allocation and security selection strategies. • Established and led AQR's Editorial Board with responsibilities for content development and related research at the intersection of the firm’s portfolio management, marketing, research, and portfolio solutions teams. • Generated original research and authored white papers and articles published in top-tier practitioner journals and that align with the goals of the organization.• Maintained relationships with top-tier academic institutions including, London Business School, The Institute for Quantitative Research in Finance, and the Journal of Investment Management to leverage existing research and partner on developing original work. • Extensive record of publications in scholarly journals, white papers, trade magazines, newspapers, and books.
Jun 2014 - Jun 2020
Director
The Institute For Quantitative Research In Finance
2010 - 2015
~5 yrs
Head, Publications And Editor, Financial Analysts Journal
Served as head of publications and editor of the Financial Analysts Journal at CFA Institute. In this role, I was chiefly responsible for a suite of publication services directed towards investment professionals including the FAJ, CFA Digest, Conference Proceedings Quarterly, and Research Foundation books and literature reviews. I have edited several books for investment professionals and have written articles published in various scholarly journals, magazines and newspapers.
Aug 2003 - Jun 2014
Board Of Advisors
Veritat Advisors
2008 - 2012
~4 yrs
Senior Portfolio Analyst
Oversaw the development and implementation of internal quantitative portfolio strategies including dynamic global asset allocation and tax efficient concentrated wealth. Oversaw and recommended external managers. Member of the Investment Committee.
Jan 2003 - Aug 2003
Director Of Investment Research
Anthem Healthcare
Directed broad-ranging capital market strategy and execution for a $2 billion institutional investment portfolio that included overall portfolio strategy and execution, risk analytics, global equity and fixed-income portfolio management, and external manager selection and integration.
1998 - 2002
~4 yrs
2 education records
Rodney Sullivan, Cfa, Caia education
Master Of Arts - Ma, Economics
Bachelor Of Science - Bs, Economics
FAQ
Frequently asked questions about Rodney Sullivan, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does Rodney Sullivan, Cfa, Caia work for?
Rodney Sullivan, Cfa, Caia works for University of Virginia Darden School of Business.
What is Rodney Sullivan, Cfa, Caia's role at University of Virginia Darden School of Business?
Rodney Sullivan, Cfa, Caia is listed as Mayo Center for Asset Management Executive Director at University of Virginia Darden School of Business.
What is Rodney Sullivan, Cfa, Caia's email address?
AeroLeads has found 1 work email signal at @cfainstitute.org for Rodney Sullivan, Cfa, Caia at University of Virginia Darden School of Business.
What is Rodney Sullivan, Cfa, Caia's phone number?
AeroLeads has found 1 phone signal(s) with area code 434 for Rodney Sullivan, Cfa, Caia at University of Virginia Darden School of Business.
Where is Rodney Sullivan, Cfa, Caia based?
Rodney Sullivan, Cfa, Caia is based in Charlottesville, Virginia, United States while working with University of Virginia Darden School of Business.
What companies has Rodney Sullivan, Cfa, Caia worked for?
Rodney Sullivan, Cfa, Caia has worked for University Of Virginia Darden School Of Business, Vesteer Wealth Management, Crain Currency, Caia Association, and Rps Partners.
How can I contact Rodney Sullivan, Cfa, Caia?
You can use AeroLeads to view verified contact signals for Rodney Sullivan, Cfa, Caia at University of Virginia Darden School of Business, including work email, phone, and LinkedIn data when available.
What schools did Rodney Sullivan, Cfa, Caia attend?
Rodney Sullivan, Cfa, Caia holds Master Of Arts - Ma, Economics from Virginia Commonwealth University.
What skills is Rodney Sullivan, Cfa, Caia known for?
Rodney Sullivan, Cfa, Caia is listed with skills including Portfolio Management, Equities, Investments, Asset Allocation, Asset Management, Fixed Income, Capital Markets, and Financial Modeling.
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