Peter Sullivan
Vice President
Mr. Sullivan is a Vice President in Segal Marco Advisors’ Boston office with extensive experience in investment management and financial analysis. He works with corporate and public retirement plan sponsors, endowments and foundations to build a common understanding of their needs, design investment structure and carefully select and monitor investment managers.
Prior to joining Segal Marco Advisors, Mr. Sullivan was a Senior Vice President of Institutional Equity Sales at Caris & Company, a full service investment bank. He has previously held a variety of positions providing security level research and advice to investment managers.
Mr. Sullivan received a BA in Economics from Bucknell University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.
Contact Peter
Leadership
Peter Sullivan
Vice President
Mr. Sullivan is a Vice President in Segal Marco Advisors’ Boston office with extensive experience in investment management and financial analysis. He works with corporate and public retirement plan sponsors, endowments and foundations to build a common understanding of their needs, design investment structure and carefully select and monitor investment managers.
Prior to joining Segal Marco Advisors, Mr. Sullivan was a Senior Vice President of Institutional Equity Sales at Caris & Company, a full service investment bank. He has previously held a variety of positions providing security level research and advice to investment managers.
Mr. Sullivan received a BA in Economics from Bucknell University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.
Contact Peter
Leadership
Peter Sullivan
Vice President
Contact Peter
Mr. Sullivan is a Vice President in Segal Marco Advisors’ Boston office with extensive experience in investment management and financial analysis. He works with corporate and public retirement plan sponsors, endowments and foundations to build a common understanding of their needs, design investment structure and carefully select and monitor investment managers.
Prior to joining Segal Marco Advisors, Mr. Sullivan was a Senior Vice President of Institutional Equity Sales at Caris & Company, a full service investment bank. He has previously held a variety of positions providing security level research and advice to investment managers.
Mr. Sullivan received a BA in Economics from Bucknell University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.
Leadership
Peter Sullivan
Vice President
Contact Peter
Mr. Sullivan is a Vice President in Segal Marco Advisors’ Boston office with extensive experience in investment management and financial analysis. He works with corporate and public retirement plan sponsors, endowments and foundations to build a common understanding of their needs, design investment structure and carefully select and monitor investment managers.
Prior to joining Segal Marco Advisors, Mr. Sullivan was a Senior Vice President of Institutional Equity Sales at Caris & Company, a full service investment bank. He has previously held a variety of positions providing security level research and advice to investment managers.
Mr. Sullivan received a BA in Economics from Bucknell University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.
Leadership
Peter Sullivan
Vice President
Contact Peter
Mr. Sullivan is a Vice President in Segal Marco Advisors’ Boston office with extensive experience in investment management and financial analysis. He works with corporate and public retirement plan sponsors, endowments and foundations to build a common understanding of their needs, design investment structure and carefully select and monitor investment managers.
Prior to joining Segal Marco Advisors, Mr. Sullivan was a Senior Vice President of Institutional Equity Sales at Caris & Company, a full service investment bank. He has previously held a variety of positions providing security level research and advice to investment managers.
Mr. Sullivan received a BA in Economics from Bucknell University. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Boston.
