Experience

Makes all the difference

Bill, Sarah and Terry work very closely with a limited number of clients to fully understand their overall needs and objectives, offering each comprehensive financial counsel. Sullivan Partners’ dedication to building close working relationships with their clients helps ensure the highest level of personal attention and responsiveness necessary to successfully serve the financial complexities of families, and individuals, with significant wealth.

Sullivan Partners operates from the UBS Private Wealth Management office in Boston, one of ten such offices in the United States designed to specifically address the needs of ultra high net worth investors. With decades of experience behind them, the Sullivan Partners are strongly positioned to coordinate the sophisticated resources available at UBS Private Wealth Management to offer tailored financial advice and strategies committed to transforming their clients’ wealth into a legacy that can last for generations.

William "Bill" Sullivan

Managing Director–Wealth Management

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • ME
  • MO
  • NH
  • NJ
  • NY
  • OR
  • RI
  • VA
  • VT

Recognized as an industry leader:

  • 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, 2023
    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.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Boston College, B.S. Finance

Credentials

  • Private Wealth Advisor
200 Clarendon Street
24th Floor
Boston, MA 02116

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Sarah Sullivan

Senior Vice President–Wealth Management

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • ME
  • MO
  • NH
  • NJ
  • NY
  • OR
  • RI
  • VA
  • VT

Education

  • Duke University, B.A. Economics and Public Policy

Credentials

  • Private Wealth Advisor
200 Clarendon Street
24th Floor
Boston, MA 02116

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James Terence "Terry" Carleton, CFA

Senior Vice President–Wealth Management

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

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • ME
  • MO
  • NH
  • NJ
  • NY
  • OR
  • RI
  • VA
  • VT

Education

  • Bentley College, B.S. Economics
  • Suffolk University, M.B.A.

Credentials

  • Private Wealth Advisor
  • Chartered Financial Analyst®
200 Clarendon Street
24th Floor
Boston, MA 02116

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Maria Butters

Team Administrator

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • ME
  • MO
  • NH
  • NJ
  • NY
  • OR
  • RI
  • VA
  • VT

Education

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

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Brynna O'Dea Hanlon

Senior Client Associate

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

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • ME
  • MO
  • NH
  • NJ
  • NY
  • OR
  • RI
  • TX
  • VA
  • VT

Education

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

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Nicholas Day

Client Associate

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • ME
  • NH
  • NJ
  • NY
  • OR
  • RI
  • TX
  • VA
  • VT

Education

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

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Erik Carleton

Financial Advisor

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • IL
  • MA
  • MD
  • ME
  • MO
  • NH
  • NJ
  • NY
  • OR
  • RI
  • VA
  • VT
200 Clarendon Street
24th Floor
Boston, MA 02116

Email Me