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Profil
Ms. Jill W.
Sutt is Executive Vice President at Vantage Investment Advisors LLC.
She has over 22 years of experience in the financial services industry.
She has worked at Vantage since its inception and serves as the executive vice president.
In this role, she maintains oversight of all operational components of the firm and often serves as a project manager for new initiatives.
She also manages solicitor and client relationships and provides support to the proposal and trading teams as needed.
Prior to joining Vantage, Ms. Sutt worked as a senior investment analyst at an independent RIA where she was responsible for the preparation of asset allocation studies, research of investment securities, monitoring of client accounts and supervision of ten investment analysts.
Ms. Sutt holds a bachelor’s degree and a Master of Business Administration degree from the Pennsylvania State University.
Anciens postes connus de Jill Waine Sutt
| Sociétés | Poste | Fin |
|---|---|---|
Mariner Wealth Advisors /Old/
 Mariner Wealth Advisors /Old/ Investment ManagersFinance Vantage Investment Advisors' investment approach focuses on asset allocation. The firm may make changes to the asset class weightings within a client's long-term asset allocation in response to changes in economic conditions, analyst forecasts or market trends. Changes to the asset allocation may also occur periodically to ensure that the portfolio complements each client's investment goals and individual circumstances. Through rebalancing, a buy low, sell high investment strategy is implemented to return clients to their target asset mix. The firm does not view rebalancing as an automatic process. Instead, they carefully review current economic conditions, the client's individual profile and potential tax consequences before making adjustments. The firm primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or ETFs, and independent investment managers on a discretionary and non-discretionary basis in accordance with the client’s designated investment objectives. | Membre du Comité d'Investissement | 11/10/2018 |
Aris Corp.
 Aris Corp. Information Technology ServicesTechnology Services Provided eBusiness consulting services and technology solutions | Corporate Officer/Principal | - |
Formation de Jill Waine Sutt
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Aris Corp.
Aris Corp. Information Technology ServicesTechnology Services Provided eBusiness consulting services and technology solutions | Technology Services |
Mariner Wealth Advisors /Old/
Mariner Wealth Advisors /Old/ Investment ManagersFinance Vantage Investment Advisors' investment approach focuses on asset allocation. The firm may make changes to the asset class weightings within a client's long-term asset allocation in response to changes in economic conditions, analyst forecasts or market trends. Changes to the asset allocation may also occur periodically to ensure that the portfolio complements each client's investment goals and individual circumstances. Through rebalancing, a buy low, sell high investment strategy is implemented to return clients to their target asset mix. The firm does not view rebalancing as an automatic process. Instead, they carefully review current economic conditions, the client's individual profile and potential tax consequences before making adjustments. The firm primarily allocates client investment assets among various individual equity (stocks), debt (bonds) and fixed income securities, mutual funds and/or ETFs, and independent investment managers on a discretionary and non-discretionary basis in accordance with the client’s designated investment objectives. | Finance |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
