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Jack Sullivan
Vice President - Investments at Curated Wealth Partners LLC
About
Jack Sullivan is Vice President - Investments at Curated Wealth Partners LLC, based in Los Angeles, CA, where he leads investment strategy, analysis, and implementation for the firm's client portfolios. In this role, he focuses on multi-asset class allocation and manager selection tailored to high-net-worth families, emphasizing alternative investments, private real estate, and public equity markets in line with the objectives of a multi-family office structure.
Before joining Curated Wealth Partners in 2023, Jack held several key roles at Asana Partners, advancing from Associate to Senior Associate in Asset Management, where he managed and optimized value in commercial real estate assets from 2018 to 2022. His background spans both direct asset management and strategic investment advisory functions, providing him with a broad perspective across institutional and private wealth sectors.
Jack holds an MBA in Finance—specializing in Investments, Real Estate, and International Studies—from Vanderbilt University's Owen Graduate School of Management, along with a BS in Business Administration, Finance, and Economics from the University of South Carolina's Darla Moore School of Business. His expertise encompasses portfolio construction, real asset management, and multi-asset strategies, contributing to innovative solutions in private wealth management for complex client needs.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Curated Wealth Partners | Vice President - Investments | Jan 2023 to Present | — |
| Asana Partners | Senior Associate - Asset Management | Mar 2022 to Dec 2022 | — |
| Asana Partners | Associate - Asset Management | May 2018 to Mar 2022 | — |
| Thompson Research Group, LLC | Equity Research Analyst | Jan 2018 to Jan 2018 | (MBA In-School, Part time) |
| Merrill Lynch | Investment Analyst | Jan 2013 to Jan 2017 | — |
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration, Finance - Investments, Real Estate, International Studies
University of South Carolina - Darla Moore School of Business
Bachelor of Science Business Administration, Finance and Economics
Skills & Expertise
Others at Curated Wealth Partners LLC (3)
| Name | Role | Location |
|---|---|---|
| Vice President - Investments | Los Angeles, CA , United States | |
| Analyst | Los Angeles, CA , United States | |
R Richard Ward | Chief Investment Officer | Los Angeles, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner and Chief Investment Officer | Monograph Wealth Advisors, LLC | Los Angeles, CA , United States | |
| Senior Trader | Monograph Wealth Advisors, LLC | Los Angeles, CA , United States |