Brian Patrick Sullivan
Algemeen Directeur bij Institutional & Family Asset Management LLC
Profiel
Mr. Brian P.
Sullivan is a Partner at Institutional & Family Asset Management LLC.
He advises high-net-worth individuals and families in pursuit of their goals for retirement, financial and income planning, estate transition, and charitable giving.
He also serves as the firm’s CEO.
Mr. Sullivan is a former member and past president of the Foothills Gateway Foundation Board.
He received his degree from Colorado State University.
Actieve functies van Brian Patrick Sullivan
| Bedrijven | Functie | Begin |
|---|---|---|
Institutional & Family Asset Management LLC
 Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Algemeen Directeur | 01-01-2014 |
Opleiding van Brian Patrick Sullivan
| Colorado State University | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
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Institutional & Family Asset Management LLC
Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
