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Profilo
Joining Back Bay Financial Group, Inc. in 2000, Ms. Sullivan's expertise of investments reflects extensive years of experience in the financial services industry, primarily with mutual fund companies.
She has worked with multiple clients on sophisticated stock option analysis and clients with special needs issues in their families.
Ms. Sullivan's corporate experience primarily consists of consulting for mutual fund company executives on a broad range of issues.
She was a consultant with Financial Research Corporation and Funds Distributor, Inc. and has worked for The Boston Company, Fidelity Investments, BayBank Investment Management and American Express.
She was selected as one of the Boston Globe’s “Money Makeover” advisors.
Ms. Sullivan earned a Master of Arts degree from the Fletcher School of Law and Diplomacy at Tufts University and a Bachelor of Arts degree in Economics from Mount Holyoke College.
She completed the financial planning program at Boston University.
Originally from the Midwest, Ms. Sullivan currently resides in Reading, Mass.
with her husband Bill and their two sons.
Her interests include guitar, swimming and keeping up with her children.
Her love for travel has taken her to 47 states, several Caribbean islands and overseas.
Precedenti posizioni note di Jeanne Gibson Sullivan
Società | Posizione | Fine |
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Back Bay Financial Group, Inc.
![]() Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Gestore di Portafoglio-Azioni | 28/12/2012 |
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Gestore di Portafoglio-Azioni | - |
Formazione di Jeanne Gibson Sullivan
Mount Holyoke College | Undergraduate Degree |
Fletcher School of Law | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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Back Bay Financial Group, Inc.
![]() Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Finance |
Modera Wealth Management LLC
![]() Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
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