Andrew Sullivan
Financial Advisor | Entrepreneur | Investment Management | Advanced Financial Planning | Strategic Alliances & Partnerships | Public Speaking | Diverse Industries | Innovation, Growth & Transformation
- Role
- Director at Harbor Investment Advisory, Llc
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Andrew Sullivan
I am a financial advisor, mentor, coach and executive leader with extensive experience in investment management and portfolio construction, strategic alliances and partnership development, public speaking and working within diverse industries. I have a passion for helping my clients set up and implement investment management processes that drive innovation, growth and transformation. Harbor Investment Advisory is a full-service investment firm providing integrated portfolio management solutions for clients seeking superior service and objective advice. As a private and independent firm, we are uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical, and asset management companies.Our sole business is investment and wealth management services, allowing us to concentrate our efforts to provide a sophisticated suite of solutions and resources directly for the benefit of our clients. Harbor Investment Advisory is headquartered in Baltimore County, Maryland serving select clients throughout the United States.I’m passionate about building long term relationships with people and having an impact on their lives and would like to connect with professionals who want to learn more about our process. Please call me at (41••••••16) so I can learn more about you and your unique circumstances… I look forward to talking with you.AndrewAndrew SullivanHarbor Investment Advisory (41••••••16Email: a••••••••@harborllc.com
Experience
Director
Harbor Investment Advisory, Llc
Jul 2013 — Present · Baltimore, MD, US
Harbor Advisory is an independent investment advisory firm dedicated exclusively to managing assets for wealthy individuals, families and institutions. We offer a rigorous and objective investment selection process, truly acting as a trusted advisor and confidant. Our firm\'s independent structure ensures we can represent our clients best interests in the stewardship of their assets.
Education
Syracuse University
Bachelor's Degree, Economics, Finance
2002 — 2006
Westminster School
High School
1998 — 2002
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