When Greg Sullivan was in 10th grade, he won his class stock market challenge. Now, he has has over 35 years of business, investment management, and financial planning experience. His advice to parents? Make it fun.
Greg enjoys making an impact on the firm in its continued growth and development as well as providing financial advice to high net worth and ultra-high net worth clients. He co-founded the firm in 1991 and has over 35 years of business, investment management, and financial planning experience.
After earning his degree in Accounting from The Pennsylvania State University, he started his career with Ernst and Whinney (now Ernst and Young). Greg is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the American Institute of Certified Public Accountants (AICPA) and the Financial Planning Association (FPA).