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Peter A. Sullivan, CFA

Peter A. Sullivan, CFA

VP- Institutional Equity Sales

Followers of Peter A. Sullivan, CFA389 followers
location of Peter A. Sullivan, CFAMarblehead, Massachusetts, United States

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  • Timeline

  • About me

    Senior Consultant

  • Education

    • Pingree School

      -

    • Bucknell University

      1993 - 1997

  • Experience

    • Stanford Group Company

      Jan 2004 - Jan 2006
      VP- Institutional Equity Sales

    • Caris & Company

      Jan 2006 - Jan 2007
      SVP, Institutional Equity Sales

    • Segal Marco Advisors

      Jan 2008 - now
      Vice President, Investment Consulting

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Aug 2015