Brian Sullivan is a Portfolio Analyst at The Patzer Group Wealth Management. Brian is responsible for the Patzer Group’s portfolios, overseeing trading activity, and reviewing advisory accounts. Brian also conducts investment research to build and improve the Patzer Group’s multiple custom investment strategies. Brian has been with the Patzer Group since 2015 and previously worked at JPMorgan and Fidelity Investments.
Brian earned a Bachelor of Business Administration in Finance and Marketing from the University of Cincinnati, as well as a Master of Business Administration from Loyola University Chicago. Brian also holds a Certified Fund Specialist designation. With his CFS certification, Brian has demonstrated his experience in mutual funds and other products allowing him to provide a more holistic investment approach for clients.
Brian is married to his wife, Jenifer, and has two sons: Jacob and Jason. In his free time, Brian enjoys hiking and camping and also loves to watch college football.