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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 registered with HighTower Advisors, LLC, an SEC registered investment adviser and/or 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. 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 neither indicative nor a guarantee of future results. The investment opportunities referenced herein may not be suitable for all investors.
All data or other information referenced herein is from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other data or information contained in this presentation is provided as general market commentary and does not constitute investment advice. Lexington Wealth Management, HighTower Advisors, LLC nor any of its affiliates make any representations or warranties express or implied as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Lexington Wealth Management and HighTower Advisors, LLC assume no liability for any action made or taken in reliance on or relating in any way to this information. The information is provided as of the date referenced in the document. Such data and other information are subject to change without notice. This document was created for informational purposes only; the opinions expressed herein are solely those of the author(s) and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
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