Patrick Sullivan

Patrick leads the firm’s Investment Advisory Practice. He specializes in asset management. His investment methodology is based on a combination of Modern Portfolio Theory (MPT) and fundamental investment analysis. MPT is applied in the asset allocation phase, where he researches and develops an investment portfolio based on expected risk and return characteristics. This is complimented by ongoing fundamental research at the macro-economic, sector, and individual security levels. Combined, the approach adheres to traditional and high standards of investment analysis.