Experience

With over 20 years of experience in the Financial Services industry, Rick began his career at Fidelity Investments, where he spent over 7 years in various sales and advisory capacities. Rick then spent 10 years in the Investment Management Division of Lehman Brothers prior to joining the Private Bank of Credit Suisse as a Relationship Manager in 2008. Rick remained at Credit Suisse until the closure of the Private Banking Division in the U.S. in late 2015 and joined UBS Private Wealth Management at that time.

Rick received a B.A. degree in Economics and Political Science from the University of Vermont. He resides in Darien, CT with his wife, Mary, and their three children. He is an active coach in his community and serves on the Board of Directors of Portfolios with Purpose as well as a Trustee on the Board of Cardigan Mountain School, a junior boarding school located in Canaan, New Hampshire.

Mark Sullivan was a Relationship Manager in the Private Bank of Credit Suisse. Prior to joining Credit Suisse in September 2008, Mark spent 11 years in the Investment Management Division of Lehman Brothers.

Mark graduated from Villanova University with a B.A. in Economics and received his MBA from the Kellogg School of Business at Northwestern University. He is actively involved in various philanthropic efforts including the Montauk Playhouse and coaching his three sons’ sports teams. Mark resides in Old Greenwich, and has three boys. 

Mike works as a Wealth Strategy Associate for the Dellarusso-Sullivan Group. In this role, Mike helps deliver comprehensive wealth management services to our clients. His responsibilities include Financial Planning, Asset Allocation, Trading, Market Research, Lending, and more.

Mike joined UBS in 2016 as a Client Service Associate. In that role he learned valuable skills needed to assist Private Wealth clients. In 2019, Mike earned the Certified Financial Planner awarded by the CFP Board of Standards. He also holds a Series 7 License as well as a Series 66 License. Mike received a B.A. degree in Business Administration from Hartwick College in 2014 and was a member of their NCAA Men’s Basketball Team. He currently resides on the Upper East Side of Manhattan and enjoys playing sports and spending time with family and friends.