The Black-Sullivan group is an experienced wealth management team providing objective and highly customized investment portfolio management services, specializing in the unique and often complex planning needs of multi-generational families, trusts, private foundations, and non-profit institutions.
We seek to obtain a deep knowledge of your unique circumstances through an interactive discussion and listening process to fully understand your financial profile. With this information we are then in a position to thoughtfully craft investment portfolio solutions to pursue the proper stewardship of your assets.
Robert W. Black, Financial Advisor, Managing Director
As the senior member of the Black-Sullivan group, Rob is an experienced wealth advisor providing objective and highly customized investment portfolio management services, specializing in the unique and often complex planning needs of multi-generational families, trusts, private foundations, and non-profit institutions. Since 1986, Rob has focused on advising and guiding fiduciaries in fulfilling their obligation to prudently manage assets which have been entrusted to their care and oversight.
Andrew Sullivan, CIMA®, Financial Advisor, Vice President
As a member of the Black-Sullivan group, Andrew specializes in portfolio design and implementation, as well as fixed income management for multi-generational families, trusts, private foundations, and non-profit institutions. Andrew has been in the investment business since 2005.
Megan Mullan, Client Relationship Manager
Megan manages the operational and service-oriented tasks associated with executing our integrated investment and financial planning strategies. Megan is passionate about executing these tasks accurately and efficiently which enables our team to deliver an excellent client experience.
Katrina Kunkler, Director of Research, Vice President
Katrina is responsible for investment manager and asset strategy due diligence for the Harbor Investment Committee. Additionally, she collaborates with our Financial Advisors to research and develop customized investment portfolios for our clients and provide on going investment manager due diligence.
Katrina began her career as an Analyst in the Investment Banking Division at Alex. Brown & Sons where she was part of the Technology Group helping emerging growth high-technology companies access the capital markets. Later she was an Associate in the New Media & Telecommunications Group where her responsibilities among other things included extensive financial analysis and due diligence. Katrina joined Harbor Investment Advisory in 2013 as an Investment Analyst. She graduated magna cum laude from Yale University with a Bachelor of Science in Mechanical Engineering and earned an MBA from the Harvard Business School.