Profiel
Mr. Todd D.
Sullivan, CFA, is a Wealth Manager at First Republic Investment Management, Inc. He is a Senior Managing Director of the firm.
He has been in the investment management business for over thirty years.
He has been in the wealth management industry since 1988.
Prior to First Republic, Mr. Sullivan was a Senior Vice President, Portfolio Manager and Director of Starbuck, Tisdale & Associates up until its affiliation with First Republic Investment Management in 2007.
He started with the firm in 1989 as a securities trader.
His investment career began at Santa Barbara Savings & Loan, where he worked in a supervisory capacity in the investment operations department.
Mr. Sullivan earned a Bachelor of Science degree in Finance from California State University, Long Beach.
He is a member of the Los Angeles Society of Financial Analysts.
Eerdere bekende functies van Todd David Sullivan
| Bedrijven | Functie | Einde |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portefeuillebeheerder-Aandelen | 01-01-2022 |
Starbuck, Tisdale & Associates
 Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Analyst-Equity | 31-12-2006 |
| Santa Barbara Federal Savings & Loan Association | Corporate Officer/Principal | - |
Opleiding van Todd David Sullivan
| The California State University | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 3 |
|---|---|
Starbuck, Tisdale & Associates
Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
| Santa Barbara Federal Savings & Loan Association | Finance |
