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Craig Sullivan, CFA, CAIA®

Craig Sullivan, CFA, CAIA®

PIA Portfolio Manager

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location of Craig Sullivan, CFA, CAIA®Raleigh, North Carolina, United States

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  • Timeline

  • About me

    Chair of the Investment Committee and Director of Fixed Income, External Managers, and Alternative Investments at Franklin Street Partners.

  • Education

    • Greenock Academy, UK

      -
      High School

      Activities and Societies: Golf Scotland, UK

    • North Carolina State University

      -

      Activities and Societies: Golf

  • Experience

    • Merrill Lynch

      Jan 2006 - Jan 2012
      PIA Portfolio Manager

    • Franklin Street Partners

      Jul 2012 - now

      Responsible for the portfolio management of the firm’s internally managed short duration, core, opportunistic credit and preferred securities strategies. Chair of the firm’s investment committee. Oversee external equity, fixed income and alternative investments.

      • Investment Committee Chair

        May 2024 - now

      • Director of Fixed Income, External Managers and Alternative Investments

        Jun 2020 - now

      • Director of Fixed Income

        Mar 2016 - now

      • Taxable Fixed Income Portfolio Manager

        Jul 2012 - now

  • Licenses & Certifications

    • CFA

      CFA Institute

    • CAIA®

      CAIA Association