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Private Wealth Management

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Our commitment to you

We deliver maximum value and demonstrate genuine care for our clients.

Knowledge and investment experience
Together, we have spent more than four decades navigating diverse financial markets.

Tailored advice that delivers on the exception
We put your best interests first. This means using our resources and knowledge to deliver on specific needs, particularly where a standard approach may not be enough.

Our long-standing relationships and connections
We have established deep connections within and outside of UBS, which enable us to serve you better.

A small but select group of clients
To ensure we meet our high quality standards, we limit our practice to a small, select group of clients.

Service rooted in excellence
We are committed to bringing the highest standards of professionalism to each relationship.

Private Wealth Advisor
With this designation, we are qualified to address the complex needs of successful clients.

Our relationship is structured thoughtfully around what we learn about you, your family and the full spectrum of your long-term financial needs.

  • William Sullivan Profile Photo

    William "Bill" Sullivan

    Managing Director–Wealth Management

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    Bill began his career as a research assistant at H.C. Wainright & Co., a firm renowned for its institutional research. He joined Kidder, Peabody & Co. in 1975, which merged with PaineWebber in 1995. The combined firms were acquired by UBS in 2000.

    Bill graduated from Boston College with a B.S. in finance in 1967.

    • Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Boston College, B.S. Finance
    • Private Wealth Advisor
    200 Clarendon Street
    24th Floor
    Boston, MA 02116
  • Sarah Sullivan Profile Photo

    Sarah Sullivan

    Senior Vice President–Wealth Management

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    Sarah began her investment career in 1983 at Kidder, Peabody & Co. She has more than three decades of investment experience and offers proven expertise in appropriate financial structuring for high net worth families. A holistic approach to client relationships and seamless client service are hallmarks of Sarah’s leadership.

    She graduated from Duke University with a B.A. in economics and public policy in 1982.

      • Duke University, B.A. Economics and Public Policy
      • Private Wealth Advisor
      200 Clarendon Street
      24th Floor
      Boston, MA 02116
    • James Carleton Profile Photo

      James Terence "Terry" Carleton, CFA

      Senior Vice President–Wealth Management

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      Terry began his career at Kidder, Peabody & Co., where he was consistently recognized by Institutional Investor as an “All-Star Analyst.” He went on to help build and successfully monetize two nationally recognized private companies before joining UBS in 2009. Terry has significant for-profit and non-profit board leadership experience, including investment committee responsibility.

      Terry earned his B.S. in economics from Bentley College in 1977 and his M.B.A. from Suffolk University. He is a Chartered Financial Analyst®.

      NMLS ID: MLO1218887

        • Bentley College, B.S. Economics
        • Suffolk University, M.B.A.
        • Private Wealth Advisor
        • Chartered Financial Analyst®
        200 Clarendon Street
        24th Floor
        Boston, MA 02116
      • Maria Butters Profile Photo

        Maria Butters

        Team Administrator

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        With more than 18 years of financial services industry experience, Maria joined Sullivan Partners in 2000 She focuses on developing financial plans for clients and assists in administrative and operational efforts. Maria earned her B.S. from Philadelphia University in 1988.

          • Philadelphia University, B.S.
            200 Clarendon Street
            24th Floor
            Boston, MA 02116
          • Brynna Hanlon Profile Photo

            Brynna O'Dea Hanlon

            Senior Client Associate

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            Brynna graduated from Fairfield University in 2016.  She joined Sullivan Partners in November of 2017 after spending a year working with the Boston Private Wealth Management Market Head. We knew Brynna would be a great asset to our team after seeing her excel at providing administrative and technical support for the entire branch office. 

             Brynna graduated from Fairfield University in 2016 with a B.S. in Political Science, English Literature and Cultural Studies

             

              • Fairfield University, B.S. Political Science, English Literature and Cultural Studies
                200 Clarendon Street
                24th Floor
                Boston, MA 02116
              • Nicholas Day

                Nicholas Day

                Client Associate

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                Nick joined UBS Private Wealth Management in June of 2021 as a Branch Service Associate in the Operations Department, where he served as a trade and processing specialist. In early 2022 he joined Sullivan Partners as a Client Service Associate.

                In 2021, Nick Graduate with a B.A. in Finance and Business from Saint Anselm College, where he was a member of the men’s lacrosse team as well as head of Saint Anselm’s Professional Development initiative.

                  • Saint Anselm College, B.A. in Finance and Business
                    200 Clarendon Street
                    24th Floor
                    Boston, MA 02116

                  We look forward to working with you and your family, and exploring new opportunities for managing your wealth today and in the years to come.

                  Our approach: Helping you preserve wealth

                  Our team: The exceptional service our clients deserve

                  The Sullivan Partners difference

                  Our best thinking uncovers solutions for you

                  What's your vision?

                  We can help you bring your vision to life.

                  Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

                  Backed by the strength of UBS

                  A global leader in wealth management

                  Global leader

                  UBS is a world-leading wealth manager

                  $2.8 trillion

                  In invested assets globally 
                  As of 06/30/2022

                  51 countries

                  Our global footprint

                  Insights