Neil Joseph Sullivan
Analyst-Equity bij Augustine Asset Management, Inc.
Profiel
Mr. Neil J.
Sullivan, CFA MBA, is an Investment Analyst at Augustine Asset Management, Inc. He has over 45 years of investment experience, and his responsibilities include contributing research across Augustine’s equity and fixed income strategies.
His prior experience includes Founding Partner and Senior Investment Officer at Moody, Aldrich & Sullivan, Boston; Managing Director of Equities and Senior Portfolio Manager at Dewey Square Investors, Boston; and Vice President and Senior Portfolio Manager at Bank of Boston.
Mr. Sullivan graduated with a BS in Finance from Northeastern University and an MBA from Boston College.
He is a CFA charterholder and a member and past Director of CFA Society Boston.
Actieve functies van Neil Joseph Sullivan
| Bedrijven | Functie | Begin |
|---|---|---|
Augustine Asset Management, Inc.
 Augustine Asset Management, Inc. Investment ManagersFinance Founded in 1985, Augustine Asset Management, Inc. is a registered investment advisor located in Jacksonville, Florida. The firm provides investment services to high net-worth and institutional clients. | Analyst-Equity | 01-01-2024 |
Eerdere bekende functies van Neil Joseph Sullivan
| Bedrijven | Functie | Einde |
|---|---|---|
| Dewey Square Investors Corp. | Corporate Officer/Principal | - |
| Bank of Boston Corp. | Corporate Officer/Principal | - |
Moody Aldrich Partners LLC
 Moody Aldrich Partners LLC Investment ManagersFinance Moody Aldrich Partners LLC (MAP) is a privately held multi-boutique investment firm headquartered in Marblehead, Massachusetts. The firm was founded by William Moody, Amory Aldrich and Neil Sullivan in 1988 as Moody Aldrich & Sullivan LP. They changed their name to Moody Aldrich Partners LLC in 2003. MAP provides discretionary and non-discretionary investment advisory services to high net worth individuals, foundations/charities, endowments, corporate and public pensions, state government of municipal entities, other institutions, registered mutual funds, collective investment trusts and private funds. | Oprichter | - |
Opleiding van Neil Joseph Sullivan
| Boston College | Masters Business Admin |
| Northeastern University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Augustine Asset Management, Inc.
Augustine Asset Management, Inc. Investment ManagersFinance Founded in 1985, Augustine Asset Management, Inc. is a registered investment advisor located in Jacksonville, Florida. The firm provides investment services to high net-worth and institutional clients. | Finance |
Moody Aldrich Partners LLC
Moody Aldrich Partners LLC Investment ManagersFinance Moody Aldrich Partners LLC (MAP) is a privately held multi-boutique investment firm headquartered in Marblehead, Massachusetts. The firm was founded by William Moody, Amory Aldrich and Neil Sullivan in 1988 as Moody Aldrich & Sullivan LP. They changed their name to Moody Aldrich Partners LLC in 2003. MAP provides discretionary and non-discretionary investment advisory services to high net worth individuals, foundations/charities, endowments, corporate and public pensions, state government of municipal entities, other institutions, registered mutual funds, collective investment trusts and private funds. | Finance |
| Dewey Square Investors Corp. | Finance |
| Bank of Boston Corp. | Finance |
