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Jeffrey Sullivan

Senior Portfolio Manager at Victory Capital Management Inc.

Acton, MA , United States

About

Jeffrey Sullivan, CFA, is a Senior Portfolio Manager at Victory Capital Management Inc., working within the Trivalent Investments franchise based in Acton, MA. He is primarily responsible for co-managing several international and emerging markets equity strategies, including the International Core ACWI ex-U.S. Equity strategy, International Core Equity strategy, and serves as lead manager for the Emerging Markets Equity strategy. He also plays a key role in the management of International Small-Capitalization and Emerging Markets Small-Capitalization Equity strategies.

Sullivan's investment expertise is focused on international equities, specifically covering the Consumer Staples and Materials sectors for all global equity strategies managed by Trivalent Investments. His approach combines quantitative frameworks with fundamental analysis, targeting consistent alpha generation while maintaining rigorous risk management across developed and emerging market portfolios.

With a career spanning over two decades in investment management, Sullivan has held significant roles including portfolio management and equity research at Standish, Ayer & Wood, The Boston Company, and Munder Capital Management, which was acquired by Victory Capital in 2014. He earned his B.A. in economics from Washington & Jefferson College and is a CFA charterholder, with longstanding membership in the CFA Institute. His career is distinguished by deep expertise in global equity analysis and a notable contribution to building specialized international investment platforms.

Career History

OrganizationRoleDate RangeDetails
Trivalent InvestmentsSenior Portfolio ManagerAug 2007 to Present

Education

Washington & Jefferson College

Economics

Skills & Expertise

Management
Investments
Risk Management
Business Analysis
Finance
Customer Service
Alternative Investments
Bloomberg
Asset Management
Asset Allocation
Equities
Mutual Funds

Others at Victory Capital Management Inc. (26)

NameRoleLocation
C
Chris Dyer
Director of Fund Administration and President, Victory FundsNorth Ridgeville, OH , United States
C
Cody Perkins
Senior Portfolio Manager - Money MarketsSan Antonio, TX , United States
Jim Albers
Jim Albers
Portfolio Manager and AnalystLoveland, OH , United States
John Dodd
John Dodd
Managing Director, Institutional MarketsNew York, NY , United States
M
Michael Koskuba
Senior Portfolio ManagerNew York, NY , United States
Paul Leung
Paul Leung
Portfolio Manager and Analyst, Growth GroupSan Francisco, CA , United States
P
Pete Carpenter
Senior Portfolio ManagerWellesley, MA , United States
Robert Maneri
Robert Maneri
Research AnalystAvon, OH , United States
S
Steve Bishop
Portfolio ManagerSan Francisco, CA , United States
A
Adam Mezan
Equity Research AnalystBerkeley, CA , United States
Showing 1-10 of 26 team members