Sustainable Investing

By Lexington Wealth Management on February 9, 2020

Please join us on May 12th for, Sustainable Investing, hosted by Jennifer Sullo. 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.

We look forward to seeing you at this event! To RSVP please call our office at 781-860-7745 or email us at info@lexingtonwealth.com

Lexington Wealth Management is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC (member FINRA and SIPC). Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

This is not an offer to buy or sell securities, nor should anything contained herein be construed as a recommendation or advice of any kind. Consult with an appropriately credentialed professional before making any financial, investment, tax or legal decision. No investment process is free of risk, and there is no guarantee that any investment process or investment opportunities will be profitable or suitable for all investors. Past performance is neither indicative nor a guarantee of future results. You cannot invest directly in an index.

These materials were created for informational purposes only; the opinions and positions stated are those of the author(s) and are not necessarily the official opinion or position of Hightower Advisors, LLC or its affiliates (“Hightower”). Any examples used are for illustrative purposes only and based on generic assumptions. All data or other information referenced is from sources believed to be reliable but not independently verified. Information provided is as of the date referenced and is subject to change without notice. Hightower assumes no liability for any action made or taken in reliance on or relating in any way to this information. Hightower makes no representations or warranties, express or implied, as to the accuracy or completeness of the information, for statements or errors or omissions, or results obtained from the use of this information. References to any person, organization, or the inclusion of external hyperlinks does not constitute endorsement (or guarantee of accuracy or safety) by Hightower of any such person, organization or linked website or the information, products or services contained therein.

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