Experience Makes all the difference

Bill, Sarah and Terry work very closely with a limited number of clients to fully understand their overall needs and objectives, offering each comprehensive financial counsel. Sullivan Partners’ dedication to building close working relationships with their clients helps ensure the highest level of personal attention and responsiveness necessary to successfully serve the financial complexities of families, and individuals, with significant wealth.

Sullivan Partners operates from the UBS Private Wealth Management office in Boston, one of ten such offices in the United States designed to specifically address the needs of ultra high net worth investors. With decades of experience behind them, the Sullivan Partners are strongly positioned to coordinate the sophisticated resources available at UBS Private Wealth Management to offer tailored financial advice and strategies committed to transforming their clients’ wealth into a legacy that can last for generations.

William J. "Bill" Sullivan

Managing Director - Wealth Management
Private Wealth Advisor
617-247-6080

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Bill has been consistently recognized among Barron’s “Top 1,000 Financial Advisors,” an appropriate acknowledgement for a career that spans more than 40 years and virtually every type of investment environment. He has been regionally recognized for his leadership of one of the top advisor teams in Boston by both the Boston Business Journal and Boston Magazine.

Bill began his career as a research assistant at H.C. Wainright & Co., a firm renowned for its institutional research. He joined Kidder, Peabody & Co. in 1975, which merged with PaineWebber in 1995. The combined firms were acquired by UBS in 2000.

Bill graduated from Boston College with a B.S. in finance in 1967.


Registered States:
AZ, CA, CO, CT, FL, IL, MA, MD, ME, NH, NJ, OR, RI, VA, VT


Sarah M. Sullivan

Senior Vice President - Wealth Management
Private Wealth Advisor
617-247-6081

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Sarah began her investment career in 1983 at Kidder, Peabody & Co. She has more than three decades of investment experience and offers proven expertise in appropriate financial structuring for high net worth families. A holistic approach to client relationships and seamless client service are hallmarks of Sarah’s leadership.

She graduated from Duke University with a B.A. in economics and public policy in 1982.


Registered States:
AZ, CA, CO, CT, FL, IL, MA, MD, ME, NH, NJ, OR, RI, VA, VT


James Terence "Terry" Carleton, CFA®

Senior Vice President - Wealth Management
Private Wealth Advisor
617-247-6134

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Terry began his career at Kidder, Peabody & Co., where he was consistently recognized by Institutional Investor as an “All-Star Analyst.” He went on to help build and successfully monetize two nationally recognized private companies before joining UBS in 2009. Terry has significant for-profit and non-profit board leadership experience, including investment committee responsibility.

Terry earned his B.S. in economics from Bentley College in 1977 and his M.B.A. from Suffolk University. He is a Chartered Financial Analyst®.

NMLS ID: MLO1218887


Registered States:
AZ, CA, CO, CT, FL, IL, MA, MD, ME, NH, NJ, OR, RI, VA, VT


Martha A. Ewing, CIMA®

Authorized Officer
Senior Registered Client Service Associate
617-247-6082

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Martha joined UBS in 1998 and has more than 30 years of financial services industry experience. She coordinates the team’s administrative responsibilities and has earned the Certified Investment Management AnalystSM designation. Martha graduated from Smith College with a B.A. in 1978.


Registered States:
AZ, CA, CO, CT, FL, IL, MA, MD, ME, NH, NJ, OR, RI, TX, VA, VT


Maria P. Butters

Senior Client Service Associate
617-247-6135

email



With more than 18 years of financial services industry experience, Maria joined Sullivan Partners in 2000 She focuses on developing financial plans for clients and assists in administrative and operational efforts. Maria earned her B.S. from Philadelphia University in 1988.


Registered States:
AZ, CA, CO, CT, FL, IL, MA, MD, ME, NH, NJ, OR, VA, VT


Brynna O'Dea Hanlon

Client Service Associate
617-247-6085

email



Brynna graduated from Fairfield University in 2016.  She joined Sullivan Partners in November of 2017 after spending a year working with the Boston Private Wealth Management Market Head. We knew Brynna would be a great asset to our team after seeing her excel at providing administrative and technical support for the entire branch office. 

 Brynna graduated from Fairfield University in 2016 with a B.S. in Political Science, English Literature and Cultural Studies

 


Registered States:
AZ, CA, CO, CT, FL, IL, MA, MD, ME, NH, NJ, OR, RI, TX, VA, VT