Patrick Sullivan

Investment Advisory Partner

Patrick leads the firm’s Investment Advisory Practice. He specializes in asset management. His investment methodology is based on a combination of Modern Portfolio Theory (MPT) and fundamental investment analysis. MPT is applied in the asset allocation phase, where he researches and develops an investment portfolio based on expected risk and return characteristics. This is complimented with ongoing fundamental research at the macro-economic, sector, and individual security level. Combined, the approach adheres to traditional and high standards of investment analysis.

  • B.A. University of California, San Diego
  • Certified Financial Analyst (CFA)
  • Member of the Certified Financial Analyst Institute
  • Member of the San Francisco Society of Analysts