Rodney Sullivan, Cfa, Caia

Rodney Sullivan, Cfa, Caia Email and Phone Number

Mayo Center for Asset Management Executive Director @ University of Virginia Darden School of Business
Charlottesville, VA, US
Rodney Sullivan, Cfa, Caia's Location
Charlottesville, Virginia, United States, United States
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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.

Rodney Sullivan, Cfa, Caia's Current Company Details
University of Virginia Darden School of Business

University Of Virginia Darden School Of Business

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Mayo Center for Asset Management Executive Director
Charlottesville, VA, US
Rodney Sullivan, Cfa, Caia Work Experience Details
  • University Of Virginia Darden School Of Business
    Mayo Center For Asset Management Executive Director
    University Of Virginia Darden School Of Business
    Charlottesville, Va, Us
  • University Of Virginia Darden School Of Business
    Mayo Center For Asset Management Executive Director
    University Of Virginia Darden School Of Business Apr 2019 - Present
    Charlottesville, Virginia Area
    Leadership 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.
  • Vesteer Wealth Management
    Managing And Founding Partner
    Vesteer Wealth Management Feb 2020 - Present
    Charlottesville, Va
    Founded and oversee all aspects of Charlottesville-based Registered Investment Advisor focused on supporting the wealth management needs for high-net-worth individuals and families.
  • Crain Currency
    Advisory Board Member
    Crain Currency Nov 2023 - Present
    United States
    Crain 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.
  • Caia Association
    Editor, Journal Of Alternative Investments
    Caia Association Jun 2020 - Present
    United States
  • Rps Partners
    Financial Litigation Consultant
    Rps Partners Jul 2020 - Present
    Charlottesville, Virginia, United States
    Serve as an expert witness and consultant in matters relating to the practice of investments and wealth management.
  • Aqr Capital Management
    Vice President
    Aqr Capital Management Jun 2014 - Jun 2020
    Greenwich, Ct
    • 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.
  • The Institute For Quantitative Research In Finance
    Director
    The Institute For Quantitative Research In Finance 2010 - 2015
  • Cfa Institute
    Head, Publications And Editor, Financial Analysts Journal
    Cfa Institute Aug 2003 - Jun 2014
    Charlottesville, Virginia Area
    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.
  • Veritat Advisors
    Board Of Advisors
    Veritat Advisors 2008 - 2012
  • Aris Corporation
    Senior Portfolio Analyst
    Aris Corporation Jan 2003 - Aug 2003
    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.
  • Anthem Healthcare
    Director Of Investment Research
    Anthem Healthcare 1998 - 2002
    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.

Rodney Sullivan, Cfa, Caia Skills

Portfolio Management Equities Investments Asset Allocation Asset Management Fixed Income Capital Markets Financial Modeling Alternative Investments Hedge Funds Valuation Investment Strategies Economics Finance Equity Research Derivatives Bonds Investment Management Risk Management Financial Markets Private Equity Options Bloomberg Mutual Funds Financial Advisory Wealth Management Strategy Emerging Markets Asset Managment Investment Advisory Corporate Finance Equity Valuation Corporate Governance Content Strategy Quantitative Analytics Leadership

Rodney Sullivan, Cfa, Caia Education Details

Frequently Asked Questions about Rodney Sullivan, Cfa, Caia

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 the current company?

Rodney Sullivan, Cfa, Caia's current role is Mayo Center for Asset Management Executive Director.

What is Rodney Sullivan, Cfa, Caia's email address?

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What is Rodney Sullivan, Cfa, Caia's direct phone number?

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What schools did Rodney Sullivan, Cfa, Caia attend?

Rodney Sullivan, Cfa, Caia attended Virginia Commonwealth University, Virginia Commonwealth University.

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Rodney Sullivan, Cfa, Caia has skills like Portfolio Management, Equities, Investments, Asset Allocation, Asset Management, Fixed Income, Capital Markets, Financial Modeling, Alternative Investments, Hedge Funds, Valuation, Investment Strategies.

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