Rockbridge is pleased to announce that Kevin R. Sullivan joined the firm in April after spending 25+ years in the trust & investment management divisions of local banks. Kevin is a graduate of St. John Fisher College and brings to Rockbridge experience with trust and estate planning issues, portfolio management and business development for both personal, trust and retirement account situations.
While Kevin has spent years working within the ‘actively-managed’ portfolio approach, he is grateful to join a firm whose philosophy and process is built on the evidenced-based method employed by Rockbridge Investment Management.
Months prior to joining Rockbridge, Kevin enrolled in the Certified Financial Planner (CFP) and expects to be completed with his studies within the next several months. Based on his interactions and first-hand experience in working with pre- & post-retirement clients, as well as generational issues affecting local families, Kevin is focused on bringing additional value and elevating the conversation with his clients on a number of financial topics here at Rockbridge.
You can learn more about Kevin here.