Andrew Sullivan, CIMA^®, CPWA^®

Andrew joined Harbor Investment Advisory in 2013 and his responsibilities include customized portfolio design, fixed income management, and implementation of tax and estate planning strategies in coordination with clients’ tax and legal advisors.

Prior to joining Harbor Investment Advisory Andrew spent seven years in fixed income sales and trading at Tullett Prebon and its predecessor firms in New York City.

In 2017, Andrew earned his Certified Investment Management Analyst designation, one of only a few global financial services designations to receive international accreditation.