Neil Joseph Sullivan
Analyst-Equity chez Augustine Asset Management, Inc.
Profil
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.
Postes actifs de Neil Joseph Sullivan
| Sociétés | Poste | Début |
|---|---|---|
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 |
Anciens postes connus de Neil Joseph Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
| 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. | Fondateur | - |
Formation de Neil Joseph Sullivan
| Boston College | Masters Business Admin |
| Northeastern University | Undergraduate Degree |
Expériences
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |
