Shannon Sullivan

Shannon R. Sullivan is Vice President and Investment Officer at Fiduciary Trust Company, based in Boston, Massachusetts, where she advises high-net-worth individuals, families, and institutions on portfolio strategy and long-term investment planning. In her current role, Shannon is responsible for overseeing customized investment portfolios and managing client relationships to align financial goals with prudent asset allocation and risk management.

Sullivan has over 20 years of experience in investment management, having previously served as a Financial Advisor and Director at UBS before joining Fiduciary Trust Company in 2009. While specific information about the exact sectors or asset classes she covers is not published, her role at a multi-asset wealth management firm indicates deep experience spanning equities, fixed income, and diversified multi-asset portfolios focused on private wealth and trust solutions.

She holds a Master of Business Administration from Suffolk University’s Sawyer School of Management, a Bachelor of Arts in Advertising from Marquette University, and the Certified Trust and Financial Advisor (CTFA) designation, reflecting her expertise in trust administration, estate planning, and fiduciary investment practices. Sullivan is recognized for her consultative approach, commitment to client service, and depth of practical experience within the field of private wealth management.