Patrick Sullivan

Patrick A. Sullivan is an Analyst at Connecticut Wealth Management, LLC (CTWM) in West Hartford, CT, having joined the firm in June 2025. In this role, he supports the firm's advisors in developing comprehensive financial plans, primarily collaborating on client analysis and investment strategy development to help meet clients' diverse wealth management goals.

Patrick focuses on supporting advisory work across a broad range of asset classes and financial strategies, contributing research and analytical insight that inform the firm’s customized solutions for high-net-worth individuals and families. While his day-to-day scope at CTWM is broad, his foundational experience includes exposure to wealth management and marketing, positioning him to work on projects related to portfolio analysis, asset allocation, and planning for retirement and intergenerational wealth transfer.

His prior roles include Wealth Management Intern at Wealthspire Advisors, where he gained experience in client relationship management, and Athlete Marketing Intern at Sportstars, Inc., strengthening his analytical and client service skills. Patrick holds a Bachelor of Science in Finance from the University of Maryland and completed a semester abroad in business at Universitat Autònoma de Barcelona, equipping him with a strong finance and global business foundation.