Peter Sullivan

Peter Sullivan is a seasoned financial professional with extensive experience in wealth planning and client service. They held roles at notable firms including Merrill Lynch, Fidelity Investments, and F-Squared Investments, contributing as a Financial Consultant and Regional Sales Director among other positions. Peter is currently pursuing a Master's degree in Business Administration with a focus on Finance at the D'Amore-McKim School of Business at Northeastern University, while also studying Financial Planning at Boston University. Their early career included roles in operations management and as an associate at Sullivan Engineering and Brown Brothers Harriman.