Sean Sullivan is an Investment Strategist at Bernstein’s Denver office. As a member of the Investment & Wealth Strategies group, he collaborates with advisors, clients, and professional partners on asset allocation, investment, and risk management. He also serves on the asset allocation committee for insurance dedicated funds. Previously, Sean was an Associate Director in Bernstein’s Wealth Strategies group, focusing on complex trust, tax, and estate planning. He has published articles on advanced income and estate planning strategies. Sean graduated cum laude from Georgetown University with a double major in Finance and Accounting and is a CFA charterholder and Chartered Alternative Investment Analyst.
