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Jack Sullivan

Vice President - Investments at Curated Wealth Partners LLC

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Curated Wealth PartnersVice President - InvestmentsJan 2023 to Present
Asana PartnersSenior Associate - Asset ManagementMar 2022 to Dec 2022
Asana PartnersAssociate - Asset ManagementMay 2018 to Mar 2022
Thompson Research Group, LLCEquity Research AnalystJan 2018 to Jan 2018
(MBA In-School, Part time)
Merrill LynchInvestment AnalystJan 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

Bloomberg Terminal
Microsoft Word
Microsoft Excel
Microsoft Office
PowerPoint
Customer Service
Research
Public Speaking
English
Social Media
Teamwork
Outlook
Strategic Planning
Leadership
Marketing
Sales
Social Networking
Time Management
Wealth Management

Others at Curated Wealth Partners LLC (3)

NameRoleLocation
Ryan Reid
Ryan Reid
Vice President - InvestmentsLos Angeles, CA , United States
Axel Hsu
Axel Hsu
AnalystLos Angeles, CA , United States
R
Richard Ward
Chief Investment OfficerLos Angeles, CA , United States

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