Jeff C. Sullivan

Jeff C. Sullivan is currently the Senior Manager of Investment Operations at The Colony Group. Jeff has over fifteen years of experience in the financial industry, with a focus on portfolio management and operations. Prior to joining The Colony Group, Sullivan was the Chief Operating Officer, Chief Compliance Officer, and Co-Chair of the Investment Committee at CapGroup Advisors, LLC. Jeff has also served as the Managing Partner and CEO of Mentor Wealth Management, LLC, and as the Vice President, Head of Portfolio Management & Operations at Wealthcare Capital Management. Sullivan began their career as a Vice President - Senior Equity Research Analyst at Davenport & Company LLC. Jeff has a bachelor's degree in business administration from the University of Virginia.

Jeff C. Sullivan earned their MBA from the University of Richmond - Robins School of Business and their BSBA from Bucknell University in Business Admin and International Relations. Jeff also attended St. Christopher's School.