Blog

31 May

Jennifer Sullo

Jennifer Sullo, Principal, is a member of our consulting team where she partners with institutional investors on a variety of client needs. Jen joined Rocaton in 2014 and brings over a decade of years of experience working with institutional investors. She has extensive experience partnering with clients in the design and implementation of investment programs and has predominately focused on retirement programs (DB / DC), insurance, and the wealth channel. Jen joined Rocaton from J.P. Morgan where she was a Vice President and Head of Investor Services for Alternatives. At J.P. Morgan, Jen was responsible for managing client relationships and overseeing new client onboarding including contract negotiation, development of custom reporting, and initiation of investor servicing and treasury management.  Prior to her role at J.P. Morgan, Jen worked at Voya Investment Management as a Regional Account Manager responsible for cross regional business initiatives. Jen also held various roles at General Electric Asset Management within EMEA Institutional Sales and Global Trading Operations.  Jen graduated Fairfield University with honors and an M.S. in Finance; she graduated Trinity College with honors and a B.S. in Economics and a minor in Models & Data.