With over 40 collective years of experience, the Black Sullivan Group provides wealth planning and investment management services to multi-generational families, trusts, foundations, and endowments.
We work with each client to gain a thorough understanding of their unique goals and circumstances. This understanding allows our group to provide customized portfolio design tailored specifically to fit their financial needs.
Robert W. Black, III – Managing Director, Financial Advisor
Mr. Black specializes in investment portfolio design, implementation, and performance monitoring processes for more complex relationships with high net worth individuals and families, foundations, endowments, trusts and ERISA plans.
Andrew Sullivan, CIMA® – Financial Advisor, Associate Vice President
As a member of the Black Sullivan group, Andrew specializes in fixed income management, investment portfolio design, implementation, and performance monitoring processes for high net worth individuals and families, ERISA plans, and foundations.