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Andrew Sullivan, Cima®, Cpwa® is listed as Financial Advisor | Entrepreneur | Investment Management | Advanced Financial Planning | Strategic Alliances & Partnerships | Public Speaking | Diverse Industries | Innovation, Growth & Transformation at Harbor Investment Advisory, a company with 30 employees, based in Washington DC-Baltimore Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Andrew Sullivan, Cima®, Cpwa®.
Andrew Sullivan, Cima®, Cpwa® previously worked as Director at Harbor Investment Advisory and Fixed Income Trading at Tullett Prebon. Andrew Sullivan, Cima®, Cpwa® holds Bachelor'S Degree, Economics, Finance from Syracuse University.
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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 (410) 659-8916) so I can learn more about you and your unique circumstances… I look forward to talking with you.AndrewAndrew SullivanHarbor Investment Advisory☎ (410) 659-8916Email: asullivan@harborllc.com
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Baltimore, Maryland Area
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.
Tullett Prebon is one of the world's leading interdealer brokers. Primarily operating as an intermediary in the wholesale financial and energy sectors, Tullett Prebon facilitates the trading activities of its clients, in particular commercial and investment banks. Product areas include: Fixed Income Securities and their derivatives, Interest Rate.
Other employees you can reach at harborinvestmentadvisory.com. View company contacts for 30 employees →
Patrick Boykin
Colleague at Harbor Investment Advisory
Lutherville-Timonium, Maryland, United States, United States
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RB
Rob Black
Colleague at Harbor Investment Advisory
Baltimore, Maryland, United States, United States
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MN
Matthew Novak, Cfp®
Colleague at Harbor Investment Advisory
Baltimore, Maryland, United States, United States
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KK
Katrina Kunkler
Colleague at Harbor Investment Advisory
Baltimore, Maryland, United States, United States
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KK
Kelly Korzenewski
Colleague at Harbor Investment Advisory
Towson, Maryland, United States, United States
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MK
Monty Knittle
Colleague at Harbor Investment Advisory
Lutherville-Timonium, Maryland, United States, United States
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PM
Peter Marchineck
Colleague at Harbor Investment Advisory
Washington DC-Baltimore Area, United States
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Scott Hahn, Cfp®, Crps®
Colleague at Harbor Investment Advisory
Hampstead, Maryland, United States, United States
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JW
Jennifer Winslow
Colleague at Harbor Investment Advisory
Baltimore, Maryland, United States, United States
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Russell Ward
Colleague at Harbor Investment Advisory
Mays Chapel, Maryland, United States, United States
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Activities and Societies: Syracuse Lacrosse - 2004 Division 1 National Champions | Omicron Delta Epsilon - The International Honor Society.
Quick answers generated from the profile data available on this page.
Andrew Sullivan, Cima®, Cpwa® works for Harbor Investment Advisory.
Andrew Sullivan, Cima®, Cpwa® is listed as Financial Advisor | Entrepreneur | Investment Management | Advanced Financial Planning | Strategic Alliances & Partnerships | Public Speaking | Diverse Industries | Innovation, Growth & Transformation at Harbor Investment Advisory.
Andrew Sullivan, Cima®, Cpwa® is based in Washington DC-Baltimore Area, United States, United States while working with Harbor Investment Advisory.
Andrew Sullivan, Cima®, Cpwa® has worked for Harbor Investment Advisory and Tullett Prebon.
Andrew Sullivan, Cima®, Cpwa®'s colleagues at Harbor Investment Advisory include Patrick Boykin, Rob Black, Matthew Novak, Cfp®, Katrina Kunkler, and Kelly Korzenewski.
You can use AeroLeads to view verified contact signals for Andrew Sullivan, Cima®, Cpwa® at Harbor Investment Advisory, including work email, phone, and LinkedIn data when available.
Andrew Sullivan, Cima®, Cpwa® holds Bachelor'S Degree, Economics, Finance from Syracuse University.
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