Global access. Strategic solutions.

Private Wealth Management

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.

Start the conversation

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 work is structured carefully around what we learn about you, your family and the full spectrum of your long-term financial needs. We explore every opportunity to identify appropriate investments for today’s economic climate, while being mindful of undue risk. That’s why your assets will be allocated according to your personal risk parameters and never to a standardized model or corporate formula.

Beyond these core benefits, we hope to make an even greater contribution. We put to work on your behalf the broadest range of resources available to us—whether from the specialized insights of UBS experts or from our collective experience and contacts.

Our team: The exceptional service our clients deserve

We at Sullivan Partners are committed to your success, and together, we provide a collaborative effort behind our guidance.

Our conversations are proactive and ongoing. You set the frequency and depth of our communications so you always have the level of information you need.
Our coordination across your circle of trusted advisors and professionals is critical to integrated advice.
We are fair and transparent in our relationship with you—integrity comes first.
We explore your family dynamics and concerns with great sensitivity in preparing the next generation for the responsibilities of wealth.

We never take for granted the ongoing role you’ve entrusted us to play in your life.

The Sullivan Partners difference

For more than four decades, Sullivan Partners has worked to help preserve and grow wealth—helping clients stay the course toward their financial goals and well-being in every market environment.

As successful business owners, we appreciate many of the challenges our clients face in creating and sustaining lasting prosperity. This shared experience, along with putting your interests first at all times, are the hallmarks of our practice. These pillars also serve as the basis for the trusted relationship we look to build with you and generations of your family for years to come.

Our best thinking uncovers solutions for you

Our years of experience navigating all types of markets have taught us that developing the most successful strategy requires healthy skepticism. That’s why independent, extensive research is so critical to our advice. We strive to thoroughly examine all aspects of an idea before we stand behind it.

We assess appropriate opportunities from within and outside the firm to determine the most effective way to execute your strategy.
We explore the unique characteristics, strengths and risks of each potential opportunity before presenting any idea to you.
Our added level of due diligence enhances the benefits of UBS’s open platform, intellectual capital and global footprint.
Helping you make confident financial decisions is our top priority.

Trends and perspectives

Our Quarterly Commentary

3Q24 COMMENTARY

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

William "Bill" Sullivan

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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, 2023, 2024
  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, 2022, 2023, 2024The 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 Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109

william.sullivan@ubs.com

William "Bill" Sullivan

One Post Office Sq.,Boston,MA,02109
Trammel Martin

Managing Director–Wealth Management
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- ME
- MI
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- VT
- WA
- WY
Trammel began his career at Citigroup in New York advising institutional investors such as hedge funds, pension funds, and mutual funds. Later, he worked with newly formed investment and research companies based in Hong Kong and then in Boston where he managed portfolios and learned about the opportunities and challenges business owners encounter. He joined UBS in 2013 and provides holistic advice to business owners, executives, and their families.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
One Post Office Sq.
35th Floor
Boston, MA 02109

trammel.martin@ubs.com

Trammel Martin

One Post Office Sq.,Boston,MA,02109
Sarah Sullivan

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109

sarah.sullivan@ubs.com

Sarah Sullivan

One Post Office Sq.,Boston,MA,02109
Maria Butters

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
- WY
Maria has more than three decades of experience in the financial services industry, joining Sullivan Partners at UBS in 2000, where she oversees the many details involved in serving our clients.
One Post Office Sq.
35th Floor
Boston, MA 02109

maria.butters@ubs.com

Maria Butters

One Post Office Sq.,Boston,MA,02109
Katharine Venuti

Senior Wealth Strategy Associate
View bio
- AK
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WY
Katie spent five years at State Street in Accounting and Financial Reporting roles before joining the Sanders Martin Group at UBS in 2013. Katie focuses on financial planning and client relationship management, in addition to overseeing the execution of the team’s operational and administrative functions.
One Post Office Sq.
35th Floor
Boston, MA 02109

katie.venuti@ubs.com

Katharine Venuti

One Post Office Sq.,Boston,MA,02109
Stephanie Kopp

Client Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NH
- NJ
- NV
- NY
- OR
- PA
- SC
- TX
- VA
- VT
- WA
- WY
One Post Office Square
35th floor
Boston, MA 02109

stephanie.meeks@ubs.com

Stephanie Kopp

One Post Office Square,Boston,MA,02109

Hannah Woodworth

Client Associate
View bio
Hannah graduated from Boston College in 2023 with a B.S. in Accounting. After spending a year at Ernst & Young as an Auditor, Hannah joined the Sullivan Martin Partners team at UBS in 2024. Hannah executes administrative and operational tasks to support client’s needs.
One Post Office Square
35th floor
Boston, MA 02109

hannah.woodworth@ubs.com

Hannah Woodworth

One Post Office Square,Boston,MA,02109

William "Bill" Sullivan

Managing Director–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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, 2023, 2024
  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, 2022, 2023, 2024The 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 Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109

william.sullivan@ubs.com

William "Bill" Sullivan

One Post Office Sq.,Boston,MA,02109
Trammel Martin

Managing Director–Wealth Management
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- ME
- MI
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- SC
- TX
- VA
- VT
- WA
- WY
Trammel began his career at Citigroup in New York advising institutional investors such as hedge funds, pension funds, and mutual funds. Later, he worked with newly formed investment and research companies based in Hong Kong and then in Boston where he managed portfolios and learned about the opportunities and challenges business owners encounter. He joined UBS in 2013 and provides holistic advice to business owners, executives, and their families.
- Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The 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.
One Post Office Sq.
35th Floor
Boston, MA 02109

trammel.martin@ubs.com

Trammel Martin

One Post Office Sq.,Boston,MA,02109
Sarah Sullivan

Senior Vice President–Wealth Management

Private Wealth Advisor
View bio Industry recognition
- AK
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- SC
- TN
- TX
- VA
- VT
- WA
- WY
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.
- Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
- Private Wealth Advisor
One Post Office Sq.
35th Floor
Boston, MA 02109

sarah.sullivan@ubs.com

Sarah Sullivan

One Post Office Sq.,Boston,MA,02109
Maria Butters

Team Administrator
View bio
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- MA
- MD
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- OH
- OR
- PA
- RI
- TN
- TX
- VA
- VT
- WA
- WY
Maria has more than three decades of experience in the financial services industry, joining Sullivan Partners at UBS in 2000, where she oversees the many details involved in serving our clients.
One Post Office Sq.
35th Floor
Boston, MA 02109

maria.butters@ubs.com

Maria Butters

One Post Office Sq.,Boston,MA,02109
Katharine Venuti

Senior Wealth Strategy Associate
View bio
- AK
- AL
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- IN
- MA
- ME
- MI
- MO
- NC
- NH
- NJ
- NV
- NY
- PA
- RI
- SC
- TX
- VA
- VT
- WA
- WY
Katie spent five years at State Street in Accounting and Financial Reporting roles before joining the Sanders Martin Group at UBS in 2013. Katie focuses on financial planning and client relationship management, in addition to overseeing the execution of the team’s operational and administrative functions.
One Post Office Sq.
35th Floor
Boston, MA 02109

katie.venuti@ubs.com

Katharine Venuti

One Post Office Sq.,Boston,MA,02109
Stephanie Kopp

Client Associate
View bio
- AK
- AL
- AZ
- CA
- CO
- CT
- DC
- DE
- FL
- GA
- HI
- ID
- IL
- LA
- MA
- MD
- ME
- MI
- MO
- MT
- NH
- NJ
- NV
- NY
- OR
- PA
- SC
- TX
- VA
- VT
- WA
- WY
One Post Office Square
35th floor
Boston, MA 02109

stephanie.meeks@ubs.com

Stephanie Kopp

One Post Office Square,Boston,MA,02109
Hannah Woodworth

Client Associate
View bio
Hannah graduated from Boston College in 2023 with a B.S. in Accounting. After spending a year at Ernst & Young as an Auditor, Hannah joined the Sullivan Martin Partners team at UBS in 2024. Hannah executes administrative and operational tasks to support client’s needs.
One Post Office Square
35th floor
Boston, MA 02109

hannah.woodworth@ubs.com

Hannah Woodworth

One Post Office Square,Boston,MA,02109

UBS ElectionWatch

Election day is over. Now what?

Election Day is behind us, but questions still remain. How will my portfolio be affected? What can I do now to secure my financial future?

Let’s work together to find the answers you need and the solutions that best suit your plan. Contact us today and learn more about the election’s impact through our comprehensive ElectionWatch coverage.

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UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

Global access. Strategic solutions.

Our commitment to you

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

Trends and perspectives

Our Quarterly Commentary

Request your report

Thank you! Your request has been submitted.

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

William "Bill" Sullivan

Trammel Martin

Sarah Sullivan

Maria Butters

Katharine Venuti

Stephanie Kopp

Hannah Woodworth