Jack Sullivan is the Vice President of Investments at Curated Wealth Partners, with deep expertise in asset and investment management from his time at Asana Partners and Merrill Lynch. He earned his MBA from Vanderbilt University. Colleagues describe him as professional, diplomatic, and intellectually strong.
Outside of work, Jack is an avid golfer and enjoys traveling. He is a passionate sports fan who actively follows and supports both the University of South Carolina Gamecocks and the NFLs Carolina Panthers.
He successfully transitioned from real estate private equity into a broader wealth management and investment role.
Jack Sullivan
Vice President - Investments at Curated Wealth Partners
Los Angeles Metropolitan Area, United States
Overview
Topics They Care About
Investment Management
His career focus, from his start at Merrill Lynch to his current VP of Investments role, centers on investment strategy and management.
Real Estate Investing
Developed significant expertise in this area during his tenure in asset management at Asana Partners, a real estate private equity firm.
Carolina Panthers
He is an active fan of the Carolina Panthers, making it a great topic for building personal rapport.
Media Appearances
Jack has no verified media appearances
Work History
1-2023
Vice President - Investments at Curated Wealth Partners
3-2022 - 12-2022
Senior Associate - Asset Management at Asana Partners
5-2018 - 3-2022
Associate - Asset Management at Asana Partners
2018 - 2018
Equity Research Analyst at Thompson Research Group, LLC
2013 - 2017
Analyst - Investments at Merrill Lynch
Education
Master of Business Administration from Vanderbilt University Owen Graduate School of Management
Bachelor of Science Business Administration from Darla Moore School of Business at the University of South Carolina
More Information
Social Presence :
Prographics :
Exp : 13
Location : Los Angeles Metropolitan Area, United States
Job Level : Senior
Designation : Vice President - Investments at Curated Wealth Partners
