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Andrew Sullivan, CIMA®, CPWA®

Director,
Financial Advisor

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Call: 410-659-8916

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.

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Harbor Investment Advisory, LLC is dually registered with the Securities and Exchange Commission ("SEC") as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Harbor Advisory is the marketing name of Harbor Investment Advisory, LLC. Investing involves risk, including risk of loss.

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