Andrew Sullivan, CIMA®, CPWA®
Andrew advises wealthy families, private foundations and non-profit organizations. His areas of focus include portfolio construction and implementation, consolidated reporting, fixed income management and advanced planning initiatives.
He earned the Certified Investment Management Analyst (CIMA®) designation which requires completing a rigorous academic program focused on asset allocation, manager selection, investment policy and performance measurement. In addition, Andrew earned the Certified Private Wealth Advisor (CPWA®) designation, an advanced credential for wealth managers and advisors.
Andrew joined Harbor Investment Advisory in 2013 following seven years in fixed income sales and trading at Tullett Prebon and its predecessor firms in New York City. He graduated from Syracuse University with a BA in Economics and a minor Finance.