Brian Sullivan

Brian Sullivan

Client Relations and Portfolio Administrator

Brian Sullivan, a dynamic and personable professional, joined our firm in 2017. He discovered his passion for wealth management through a college internship with UBS, solidifying his commitment to the industry.

As our Client Relations and Portfolio Administrator, Brian is dedicated to building strong client connections. He excels in helping clients articulate their financial goals and long-term visions. With meticulous attention to detail, he works diligently to align investment strategies with client objectives, ensuring that their experience with Hedeker exceeds all expectations.

Born and raised in the Greater Chicago area, Brian holds a degree in business administration from Roosevelt University. His prior experience includes roles at JP Morgan Chase, UBS, and a private investment firm, Lombardia Capital Partners.

Beyond the office, Brian finds joy in live music experiences, exploring new destinations, catching the latest movie releases, and cherishing moments with his loved ones. His diverse interests reflect his commitment to a balanced and fulfilling life.