Experience

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.

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.

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

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.

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

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.