Heather Sullivan is an accomplished finance professional with extensive experience in portfolio and relationship management. Sullivan began a career at 1838 Investment Advisors as a Portfolio Specialist from January 1998 to May 2005, followed by a role as Client Liaison at PFPC from August 2005 to August 2006. From August 2006 to November 2010, Sullivan served as a Relationship Manager at Clearbrook Financial, focusing on the development of third-party investment manager relationships. This was succeeded by a position as VP, Relationship Manager at Archer - Investment Management Solutions from October 2010 to November 2024. Currently, Sullivan holds the position of Senior Vice President in Relationship Management at BNY Archer, which commenced in November 2024. Sullivan earned a Bachelor of Science degree in Finance from Saint Joseph's University, graduating from the Erivan K. Haub School of Business in 2000.
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