Erin M. Sullivan

Senior Wealth Advisor at The Colony Group

Erin is a Senior Wealth Advisor at The Colony Group. She counsels high-net-worth individuals on a wide range of wealth management and investment advisory services.

Previously, Erin served as a Senior Portfolio Administrator, acting as primary contact for The Colony Group’s custodial relationships and a point person for various client service requests. Prior to joining the firm, Erin was a Financial Advisor Assistant at Long Wharf Investors, where she provided client service, investment, and compliance support.

Erin graduated cum laude from Wellesley College, where she earned her Bachelor of Arts in Mathematics and Classical Civilizations. She also received her Master of Theological Studies from Harvard Divinity School.

In her spare time, Erin volunteers weekly at a local soup kitchen and serves as the Treasurer of her college Alumnae class. She also enjoys playing in curling and bocce leagues.

Timeline

  • Senior Wealth Advisor

    Current role

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