Jordan Sullivan

As a former medical doctor, my approach to financial planning and portfolio management draws inspiration from two contrasting fields: the hard sciences and financial theory. My approach to financial planning is data-driven, and my investment philosophy is inspired by a combination of value investing (Warren Buffett, Howard Marks), Modern Portfolio Theory, and statistical risk management frameworks. In addition to investments, I help my clients with tax minimization strategies, layering in private investments, retirement planning, and small business financial strategies.

^{*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.}