Rodney Sullivan
CFA®, CAIA®
Vesteer™ Wealth Management
Founder and Managing Partner
Rodney Sullivan
CFA®, CAIA®
Vesteer™ Wealth Management
Founder and Managing Partner
My focus is to offer you unbiased, commission-free financial advice to help you achieve your life goals. We work alongside you to tailor a financial plan and risk-managed portfolio specific to your needs. - Rodney Sullivan, CFA®, CAIA®
Fee-Only financial planner located in Charlottesville, VA, serving clients across VA and across the country.
Rodney Sullivan is a Charlottesville, VA fee-only financial advisor serving clients locally and across the country. Vesteer™ Wealth Management provides comprehensive financial planning and wealth management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rodney Sullivan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Rodney Sullivan is the founder of Vesteer™ Wealth Management, a fee-only financial planner based in Charlottesville, VA. Vesteer™ provides comprehensive financial planning to help clients plan for their financial future. As a fee-only, fiduciary, and independent financial advisor, we are never paid a commission of any kind, and we work only for the client - not a broker, insurance company, or bank.
Rodney also serves as the Executive Director of the Richard A. Mayo Center for Asset Management at UVA's Darden Graduate School of Business where he teaches MBA courses in investments. He is also an editor for the Journal of Alternative Investments.
Rodney is recognized as a leading industry researcher and thinker with over 25 years of experience. He conducts research and publishes widely in scholarly journals and magazines and speaks regularly as a recognized expert on investment management.
Formerly, he was vice president and head of investment content at AQR Capital Management, a liquid alternative hedge fund in Greenwich, CT. Prior to joining AQR, he was head of research and editor of the Financial Analysts Journal at CFA Institute.
A Chartered Financial Analyst and a Chartered Alternative Investment Analyst, Sullivan holds a bachelor’s and master’s degree in economics from Virginia Commonwealth University.
Rodney Sullivan is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
At Vesteer™, what sets up apart is our approach. We combine a transparent, goals-based approach with a cost-effective, diversified, tax-aware portfolio designed to help you grow and preserve wealth from generation to generation.
Many advisors talk about being client-focused. For us, it means something different. As your trusted advisor, we’ll be your true partner by providing objective advice and investment management. We are an independent Registered Investment Advisor, held to fiduciary standard, meaning we are ethically and legally bound to put our client’s interest first, always.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Rodney Sullivan is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Rodney Sullivan is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Rodney Sullivan is a Chartered Alternative Investment Analyst® (CAIA®)Chartered Alternative Investment Analyst® (CAIA®) is a professional designation offered by the CAIA Association to investment professionals who complete a course of study and pass two examinations. The "alternative investments" industry is characterized as dealing with asset classes and investments other than standard equity or fixed income products. Alternative investments can include hedge funds, private equity, real assets, commodities, and structured products. The CAIA curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments.
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Rodney Sullivan Serves as the Executive Director, Richard A. Mayo Center for Asset Management at the University of Virginia
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Rodney Sullivan is on the Editorial Board for The Journal of Alternative Investments
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Rodney Sullivan is the Former Head of Publications at CFA Institute and Editor of the Financial Analysts Journal
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Rodney Sullivan is Interviewed on the Advisor Lab Podcast: "Diversification: Still the Only Free Lunch in Finance"
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Rodney Sullivan is Quoted on Institutional Investor: "Hedge Funds Have Taken Smaller Active Bets — and Delivered Less Alpha — Since the Financial Crisis"
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Rodney Sullivan is Referenced in TEBI: "HEDGE FUND ALPHA IS NEGATIVE AND DECLINING"
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Rodney Sullivan's White Paper is Available on TEBI: "TWENTY-FIVE YEARS OF HEDGE FUND RETURNS"
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Rodney Sullivan is a Regular Contributor on CBS News 19 Money Matters
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Rodney Sullivan Contributed to Financial Times
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Rodney Sullivan is Quoted on Institutional Investor: "The Wages of Fiscal Stimulus"
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Rodney Sullivan Contributes to Morningstar: "Three Ingredients of Market Bubbles"
Contact Rodney Sullivan
Office Locations:
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1183 River Chase Ridge
Charlottesville, VA 22901
