![Chrissy Sullivan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Ms. Christian Sullivan is a Director of Wealth Planning at Seascape Capital Management LLC.
She is responsible for reviewing and creating financial plans, reviewing clients’ current estate plans, and providing strategic advice and guidance to manage clients’ long and short-term wealth management goals.
Before joining Seascape Capital in 2018, Ms. Sullivan had already polished her craft with a career spanning almost two decades in financial planning at State Street, US Trust Private Wealth Management, Merrill Lynch, and TIAA, providing strategic advice and planning to High-Net-Worth and Ultra-High-Net-Worth individuals and their families.
She graduated from the University of Phoenix with a Bachelor of Science in Business Management.
Aktive Positionen von Chrissy Sullivan
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Seascape Capital Management LLC
![]() Seascape Capital Management LLC Investment ManagersFinance Seascape Capital Management LLC (Seascape) is a SEC-registered investment advisor and wealth management firm headquartered in Portsmouth, New Hampshire. The firm was founded by James McCarthy in 2003 and is owned by The Ann Mccarthy Monica Trust. Seascape develops customized wealth management plans and investment portfolios for their clients which includes C-suite executives, business owners, physicians, attorneys, and family trusts. | Marktstratege | 01.01.2018 |
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Private Unternehmen | 1 |
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Seascape Capital Management LLC
![]() Seascape Capital Management LLC Investment ManagersFinance Seascape Capital Management LLC (Seascape) is a SEC-registered investment advisor and wealth management firm headquartered in Portsmouth, New Hampshire. The firm was founded by James McCarthy in 2003 and is owned by The Ann Mccarthy Monica Trust. Seascape develops customized wealth management plans and investment portfolios for their clients which includes C-suite executives, business owners, physicians, attorneys, and family trusts. | Finance |