Global access. Strategic solutions.

Private Wealth Management

Sullivan Martin

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.

Trends and perspectives

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

  • Bill Sullivan

    William "Bill" Sullivan

    Managing Director–Wealth Management

    Private Wealth Advisor

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    • AK
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • ID
    • IL
    • MA
    • MD
    • ME
    • MI
    • MO
    • NC
    • NH
    • NJ
    • NV
    • NY
    • OR
    • PA
    • RI
    • 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
    • TM

      Trammel Martin

      Managing Director–Wealth Management

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      • AK
      • AZ
      • CA
      • CO
      • CT
      • DC
      • DE
      • FL
      • GA
      • HI
      • ID
      • IL
      • MA
      • MD
      • ME
      • MI
      • NH
      • NJ
      • NV
      • NY
      • 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 opportunities and challenges that business owners encounter. He joined UBS in 2013 and specializes in providing 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

          Sarah Sullivan

          Senior Vice President–Wealth Management

          Private Wealth Advisor

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          • AK
          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • HI
          • ID
          • IL
          • MA
          • MD
          • ME
          • MI
          • MO
          • NC
          • NH
          • NJ
          • NV
          • NY
          • OR
          • PA
          • RI
          • 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

            Maria Butters

            Team Administrator

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            • AZ
            • CA
            • CO
            • CT
            • DC
            • DE
            • FL
            • GA
            • HI
            • ID
            • IL
            • MA
            • MD
            • ME
            • MI
            • MO
            • NC
            • NH
            • NJ
            • NV
            • NY
            • 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
                • KV

                  Katharine Venuti

                  Senior Wealth Strategy Associate

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                  • 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
                      • av

                        Andrew Veilleux

                        Client Associate

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                        • AK
                        • AL
                        • AR
                        • AZ
                        • CA
                        • CO
                        • CT
                        • DC
                        • DE
                        • FL
                        • GA
                        • HI
                        • IA
                        • ID
                        • IL
                        • IN
                        • KS
                        • KY
                        • LA
                        • MA
                        • MD
                        • ME
                        • MI
                        • MN
                        • MO
                        • MS
                        • MT
                        • NC
                        • ND
                        • NE
                        • NH
                        • NJ
                        • NM
                        • NV
                        • NY
                        • OH
                        • OK
                        • OR
                        • PA
                        • PR
                        • RI
                        • SC
                        • SD
                        • TN
                        • TX
                        • UT
                        • VA
                        • VI
                        • VT
                        • WA
                        • WI
                        • WV
                        • WY

                        Andrew joined the Sanders Martin Group at in 2022, after spending 2 years at Fidelity as a Retirement Services Brokerage Specialist. Andrew supports clients in executing administrational and operational tasks.

                              One Post Office Sq.
                              35th Floor
                              Boston, MA 02109
                              andrew.veilleux@ubs.com
                              Andrew Veilleux
                              One Post Office Sq.,Boston,MA,02109

                            Global Wealth Report 2024

                            Crafted wealth intelligence

                            Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                            Gain additional insights into the trends shaping wealth in the US and around the world.

                            Download the report

                            A leader in wealth management

                            Backed by the strength of our parent company, UBS AG

                            $5.8+ trn

                            UBS Group invested assets
                            As of 03/31/2024

                            51 countries

                            Our global footprint

                            Global leader

                            UBS is a leading and truly global wealth manager

                            Insights