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Peter Sullivan Cfa

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Peter Sullivan Cfa

Vice President, Investment Consulting | Segal Marco Advisors

Marblehead, Massachusetts, United States

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Peter Sullivan Cfa

Summary

Peter Sullivan is a seasoned Senior Consultant with extensive experience in investment consulting and asset management. With over a decade at Segal Marco Advisors, he has honed his expertise in alternative investments, asset allocation, and portfolio management. Peter's career spans multiple leadership roles, demonstrating a strong capacity for driving results in high-pressure environments. His educational background includes a degree from Bucknell University, which laid the foundation for his analytical and strategic thinking skills. He has also held significant positions in institutional equity sales, showcasing his versatility in financial markets. Peter is deeply interested in innovations in wealth management and the evolving landscape of capital markets. His commitment to professional growth is evident in his continuous engagement with emerging trends and strategies in the finance sector. Residing in Marblehead, Massachusetts, he combines his professional acumen with a passion for community involvement.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Peter Sullivan Cfa

Work Experience

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Vice President, Investment Consulting at

Segal Marco Advisors

January 2008 - Present

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SVP, Institutional Equity Sales at

Caris & Company

January 2006 - January 2007

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VP- Institutional Equity Sales at

Stanford Group Company

January 2004 - January 2006

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Peter Sullivan Cfa

Education

Bucknell University

January 1993 - January 1997

Pingree School

Frequently Asked Questions about Peter Sullivan Cfa

What is Peter Sullivan Cfa email address?

Peter Sullivan Cfa's primary email address is **********@segalmarco.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Peter Sullivan Cfa work for?

Peter Sullivan Cfa is a Vice President, Investment Consulting at Segal Marco Advisors, a company specializing in Monetary Authorities-Central Bank.

Where Peter Sullivan Cfa graduated from?

Peter Sullivan Cfa holds a degree in from Bucknell University.

How can I directly contact Peter Sullivan Cfa?

To contact Peter Sullivan Cfa directly, you can use the email address **********@segalmarco.com. Complete contact information is available upon registration with Muraena.

Who is Peter Sullivan Cfa?

Peter Sullivan is a seasoned Senior Consultant with extensive experience in investment consulting and asset management. With over a decade at Segal Marco Advisors, he has honed his expertise in alternative investments, asset allocation, and portfolio management. Peter's career spans multiple leadership roles, demonstrating a strong capacity for driving results in high-pressure environments. His educational background includes a degree from Bucknell University, which laid the foundation for his analytical and strategic thinking skills. He has also held significant positions in institutional equity sales, showcasing his versatility in financial markets. Peter is deeply interested in innovations in wealth management and the evolving landscape of capital markets. His commitment to professional growth is evident in his continuous engagement with emerging trends and strategies in the finance sector. Residing in Marblehead, Massachusetts, he combines his professional acumen with a passion for community involvement.

Peter`s contact details

mail

**********@segalmarco.com

*********@segalrc.com

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