Our team

Douglas Sullivan is a Managing Director, joining the organization in 2017 and has 30 years of experience helping clients navigate the complex issues of significant wealth. He is responsible for promoting new client engagement across the enterprise, and works closely with firm leadership to develop and execute upon strategies for growing the business and delivering exceptional client experiences.

 

Prior to joining our firm, Doug served as a Senior Vice President at a global wealth advisory firm, working with ultra-affluent individuals and families to develop solutions for their investment management, estate, philanthropic and fiduciary needs. Additionally, he worked with not-for-profit organizations to assist in the structuring of investment management programs. 

 

Doug earned his bachelor’s degree in history at Southern Methodist University. He is also a Certified Financial Planner™(CFP). Doug is an active member of the Greater North Shore Estate and Financial Planning Council. He served as an Adjunct Professor for the American Bankers Association Graduate Trust School.

AREA OF EXPERTISE