Chris Sullivan, CFA, CAIA, is currently a Director on the Model Portfolios team at Fidelity, where they lead strategy and execution for investment solutions tailored to institutional clients and wealth advisory firms. Previously, Chris held various roles at Bernstein Private Wealth Management, including Associate and Assistant Vice President, Client Advisor, from 2017 to 2019. Chris earned a Bachelor of Science in Finance from Bentley University in 2016.
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