Jill Waine Sutt

Executive Vice President at Vantage Investment Advisors LLC

Jill Waine Sutt

Jill Waine Sutt

Executive Vice President at Vantage Investment Advisors LLC

Biography

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.

Overview
RelSci Relationships

59

Number of Boards

1

Relationships
RelSci Relationships are individuals Jill Waine Sutt likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Partner at Mariner Wealth Advisors LLC

Relationship likelihood: Strong

Senior Research Analyst at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Relationship Manager at Vantage Investment Advisors LLC

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Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Wealth Advisor at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Trading Associate at Vantage Investment Advisors LLC

Relationship likelihood: Strong

Senior Investment Advisor at Mariner Wealth Advisors LLC

Relationship likelihood: Strong

Senior Wealth Advisor at Mariner Wealth Advisors LLC

Relationship likelihood: Strong

Chief Practice Management Officer at Mariner Wealth Advisors LLC

Relationship likelihood: Strong

Senior Investment Analyst at Mariner Retirement Advisors LLC

Relationship likelihood: Strong

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Jill Waine Sutt
Executive Vice President at Vantage Investment Advisors LLC
Education

Penn State is a multicampus public research university that educates students from Pennsylvania, the nation and the world, and improves the well being and health of individuals and communities through integrated programs of teaching, research, and service. Penn State, founded in 1855 as an agricultural college, admitted its first class in 1859. Today Penn State is one of four “state-related” universities (along with the University of Pittsburgh, Temple University, and Lincoln University), institutions that are not state-owned and -operated but that have the character of public universities and receive substantial state appropriations.

Career History
Executive Vice President
2000 - Current

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.

Senior Investment Analyst
Prior

Aris Corp. provided eBusiness consulting services, integrated strategy and technology solutions like database management, enterprise resource planning, custom applications development and packaged applications implementation. The company was founded in 1990 and was headquartered in Bellevue, WA.

Boards & Committees
Member, Investment Committee
2000 - Current

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.

Other Affiliations
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