We hosted a conversation with Jennifer Sullo on Sustainable Investing. Investors are more aware than ever before of how large corporations are impacting the world we live in. It is difficult to ignore headlines and social media about how climate change or poor corporate governance are negatively affecting communities.  Sustainable investing is the practice of investing to achieve market-rate financial returns while pursuing positive environmental, social and/or governance (ESG) factors and their impact.  Over the past few years, sustainable investing has evolved from a niche investment idea to attracting enough capital to start having an impact on global challenges at a meaningful scale.

Jennifer Sullo is a Principal at Rocaton Investment Advisors where she works directly with institutional investors on a wide range of issues, including asset allocation, investment structure design and investment manager selection. She’s predominately focused on corporate retirement plans (DB / DC), insurance portfolios, and the wealth channel.  Jen joined Rocaton from J.P. Morgan where she was a Vice President and led a cross-functional team responsible for institutional outsourcing solutions.  Prior to her role at J.P. Morgan, Jen held various positions at Voya Investment Management and GE Asset Management, working within US and EMEA institutional distribution and global fixed income trading channels.  Jen graduated from Fairfield University with honors and an M.S. in Finance; she graduated from Trinity College with honors and a B.S. in Economics.

Thank you to all that joined the live webinar. 

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HighTower Advisors do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax advice or tax information. Tax laws vary based on the client’s individual circumstances and can change at any time without notice. Clients are urged to consult their tax or legal advisor before establishing a retirement plan.

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Lexington Wealth Management is a group of investment professionals registered with HighTower Securities, LLC, member FINRA and SIPC, and with HighTower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through HighTower Securities, LLC; advisory services are offered through HighTower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice.Lexington Wealth Management and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This document was created for informational purposes only; the opinions expressed are solely those of Lexington Wealth Management and do not represent those of HighTower Advisors, LLC, or any of its affiliates.


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