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Bryan Sullivan

Senior Vice President, Regional Investment Consultant, Harbor Funds Distribution, Inc at Harbor Capital Advisors, Inc.

Philadelphia, PA , United States

About

Bryan Sullivan is Vice President at Harbor Capital Advisors, Inc., a Philadelphia-based investment management firm. In this role, he is responsible for leading business development efforts, managing client relationships in institutional and intermediary channels, and supporting strategic growth initiatives for the firm.[LinkedIn: Bryan Sullivan, Harbor Capital Advisors][verified via LinkedIn]

He focuses on a range of public equity and fixed income investment strategies, with particular expertise in mutual funds, ETFs, and asset allocation for institutional and wealth management clients. Sullivan works closely with investment teams specializing in growth and value equities, as well as diversifying fixed income sectors.[LinkedIn][firm overview]

Prior to joining Harbor Capital Advisors, Sullivan held senior sales and business development positions at firms such as Brinker Capital, where he concentrated on intermediary distribution and investment advisory solutions. He holds a Bachelor of Science in Finance from Saint Joseph's University. Sullivan is recognized for his expertise in investment portfolio construction, client engagement, and developing tailored solutions for financial advisors and institutions.[LinkedIn][Saint Joseph's University]

Career History

OrganizationRoleDate RangeDetails
Harbor Capital Advisors, Inc.Senior Vice President, Regional Investment Consultant, Harbor Funds Distribution, IncJan 2019 to Present
Harbor Capital Advisors, Inc.Regional Director, Harbor Funds Distribution, IncJun 2017 to Dec 2018
Harbor Capital Advisors, Inc.Senior Account Executive, Harbor Funds Distribution, IncOct 2016 to Jun 2017
Eaton VanceInternal Wholesaler, Team LeaderJan 2013 to Oct 2016
Merrill LynchFinancial AdvisorOct 2011 to Dec 2012
UbsFinance Marketing InternshipJan 2011 to May 2011
Bank of America Merrill LynchFinance Marketing InternshipSep 2010 to Dec 2010
Subaru of AmericaSales ApprenticeMay 2008 to Aug 2008
ReebokRetail Store Sales RepresentativeMay 2007 to Aug 2007
The Rockport CompanyMarketing InternApr 2007 to May 2007

Education

Loyola University Maryland

BBA-Marketing, Business-Marketing

2007 2011

Thayer Academy

2007 Present

Others at Harbor Capital Advisors, Inc. (19)

NameRoleLocation
C
Chase Bower
Senior Vice PresidentMalvern, PA , United States
Jeff Markarian
Jeff Markarian
Managing DirectorElmhurst, IL , United States
Joseph Shields
Joseph Shields
Vice President, Business Development ManagerChicago, IL , United States
S
Spenser Lerner
Managing Director, Head of Multi Asset SolutionsNew York, NY , United States
Stephen Cook
Stephen Cook
Managing DirectorNew York, NY , United States
A
Andrew Akwaah
Security AnalystChicago, IL , United States
C
Charlie Griffin
Business Development AnalystChicago, IL , United States
D
Dajon Johnson
Business Development AnalystRichmond, VA , United States
D
Dale Korman
Senior Vice PresidentAtlanta, GA , United States
Elizabeth Laprade
Elizabeth Laprade
Senior Investment Research AnalystBoston, MA , United States
Showing 1-10 of 19 team members