![Todd David Sullivan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Todd D.
Sullivan, CFA, is a Wealth Manager at First Republic Investment Management, Inc. He is a Senior Managing Director of the firm.
He has been in the investment management business for over thirty years.
He has been in the wealth management industry since 1988.
Prior to First Republic, Mr. Sullivan was a Senior Vice President, Portfolio Manager and Director of Starbuck, Tisdale & Associates up until its affiliation with First Republic Investment Management in 2007.
He started with the firm in 1989 as a securities trader.
His investment career began at Santa Barbara Savings & Loan, where he worked in a supervisory capacity in the investment operations department.
Mr. Sullivan earned a Bachelor of Science degree in Finance from California State University, Long Beach.
He is a member of the Los Angeles Society of Financial Analysts.
Anciens postes connus de Todd David Sullivan
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 01/01/2022 |
Starbuck, Tisdale & Associates
 Starbuck, Tisdale & Associates Investment ManagersFinance STA's investment philosophy is based on a belief that equity ownership in well-managed, growing companies will produce superior long-term results for investors. For equities, they focus on companies that reinvest a large part of their earnings for future corporate growth. This selection process also applies to stocks with higher dividend yields. These include companies whose dividends have been paid for many consecutive years and that have shown a consistent pattern of dividend increases. For their taxable clients, STA typically invests in municipal bonds that are both federal and state tax-exempt in the state where they maintain their primary residence. In some cases, they invest in other bond sectors, but this decision is primarily driven by their assessment of the best available after-tax returns for their clients. In the case of municipal bond investing, STA seeks to purchase high-quality issues whose repayment is backed by reliable cash flow. For tax-deferred portfolios, they typically invest in the U.S. Treasury, U.S. agency, and corporate bond sectors. The allocation decision is based on individual client objectives as well as relative returns between these sectors. STA's current bond strategy targets an average maturity of about 5 years, which is achieved through a laddered portfolio with individual maturities between 2 and 10 years. | Analyst-Equity | 31/12/2006 |
Santa Barbara Federal Savings & Loan Association
 Santa Barbara Federal Savings & Loan Association Savings BanksFinance Operates as state chartered savings association | Corporate Officer/Principal | - |
Formation de Todd David Sullivan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Starbuck, Tisdale & Associates
Starbuck, Tisdale & Associates Investment ManagersFinance STA's investment philosophy is based on a belief that equity ownership in well-managed, growing companies will produce superior long-term results for investors. For equities, they focus on companies that reinvest a large part of their earnings for future corporate growth. This selection process also applies to stocks with higher dividend yields. These include companies whose dividends have been paid for many consecutive years and that have shown a consistent pattern of dividend increases. For their taxable clients, STA typically invests in municipal bonds that are both federal and state tax-exempt in the state where they maintain their primary residence. In some cases, they invest in other bond sectors, but this decision is primarily driven by their assessment of the best available after-tax returns for their clients. In the case of municipal bond investing, STA seeks to purchase high-quality issues whose repayment is backed by reliable cash flow. For tax-deferred portfolios, they typically invest in the U.S. Treasury, U.S. agency, and corporate bond sectors. The allocation decision is based on individual client objectives as well as relative returns between these sectors. STA's current bond strategy targets an average maturity of about 5 years, which is achieved through a laddered portfolio with individual maturities between 2 and 10 years. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
The California State University
 The California State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Santa Barbara Federal Savings & Loan Association
Santa Barbara Federal Savings & Loan Association Savings BanksFinance Operates as state chartered savings association | Finance |
