Rodney Sullivan, Cfa, Caia Email and Phone Number
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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.
University Of Virginia Darden School Of Business
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Mayo Center For Asset Management Executive DirectorUniversity Of Virginia Darden School Of BusinessCharlottesville, Va, Us -
Mayo Center For Asset Management Executive DirectorUniversity Of Virginia Darden School Of Business Apr 2019 - PresentCharlottesville, Virginia AreaLeadership 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. -
Managing And Founding PartnerVesteer Wealth Management Feb 2020 - PresentCharlottesville, VaFounded and oversee all aspects of Charlottesville-based Registered Investment Advisor focused on supporting the wealth management needs for high-net-worth individuals and families. -
Advisory Board MemberCrain Currency Nov 2023 - PresentUnited StatesCrain 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. -
Editor, Journal Of Alternative InvestmentsCaia Association Jun 2020 - PresentUnited States -
Financial Litigation ConsultantRps Partners Jul 2020 - PresentCharlottesville, Virginia, United StatesServe as an expert witness and consultant in matters relating to the practice of investments and wealth management.
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Vice PresidentAqr Capital Management Jun 2014 - Jun 2020Greenwich, 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. -
DirectorThe Institute For Quantitative Research In Finance 2010 - 2015
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Head, Publications And Editor, Financial Analysts JournalCfa Institute Aug 2003 - Jun 2014Charlottesville, Virginia AreaServed 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. -
Board Of AdvisorsVeritat Advisors 2008 - 2012
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Senior Portfolio AnalystAris Corporation Jan 2003 - Aug 2003Oversaw 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. -
Director Of Investment ResearchAnthem Healthcare 1998 - 2002Directed 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
Rodney Sullivan, Cfa, Caia Education Details
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Economics -
Economics
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 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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