Global access. Strategic solutions.

Private Wealth Management

Sullivan Partners

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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    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
      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, 2023The 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.

      • Private Wealth Advisor
      One Post Office Sq.
      35th Floor
      Boston, MA 02109
    • Sarah Sullivan

      Sarah Sullivan

      Senior Vice President–Wealth Management

      Private Wealth Advisor

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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.

          • Private Wealth Advisor
          One Post Office Sq.
          35th Floor
          Boston, MA 02109
        • Maria Butters

          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.

                One Post Office Sq.
                35th Floor
                Boston, MA 02109
              • Brynna Hanlon

                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

                      One Post Office Sq.
                      35th Floor
                      Boston, MA 02109
                    • 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 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.

                            One Post Office Sq.
                            35th Floor
                            Boston, MA 02109

                          Legacy—Wealth for others

                          For needs that go beyond your own—to help you improve the lives of others

                          What will your legacy be?
                          It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                          Learn more at ubs.com/wealthway.

                          Backed by the strength of UBS

                          A global leader in wealth management

                          $3.9 trillion

                          In invested assets globally 
                          As of 12/31/2022

                          51 countries

                          Our global footprint

                          Global leader

                          UBS is a world-leading wealth manager