![Dan Sullivan](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Daniel R.
Sullivan is a Wealth Strategist at HighMark Wealth Management LLC.
Since officially joining HighMark in 2018, he has proven to be a valuable addition to the firm.
Mr. Sullivan was previously employed as a Seasonal Client Associate by Merrill Lynch Alternative Investments LLC.
He is a graduate of the Opus College of Business, University of St. Thomas, with a BA in Financial Management.
| Unternehmen | Position | Beginn |
|---|---|---|
HighMark Wealth Management LLC
 HighMark Wealth Management LLC Investment ManagersFinance HighMark WM performs ongoing analysis of the risk/reward dynamics in the markets and across asset classes, which is then applied to each individual client portfolio. Their portfolios include exchange–traded funds (ETFs), mutual funds and tactical managers to provide a well-rounded, diversified mix of investment holdings. The firm's allocation to tactical managers allows for participation across a wide range of asset classes, including emerging markets, commodities, sovereign debt and currencies, while having the ability to employ strategies to mitigate risk. | Marktstratege | 01.10.2018 |
| Unternehmen | Position | Ende |
|---|---|---|
iCapital Alternative Investments LLC
 iCapital Alternative Investments LLC Investment ManagersFinance iCapital creates, manages and/or advises a variety of alternative investment vehicles. The firm seeks to implement strategies that are designed to meet the investment objectives of its clients and to minimize potential losses. | Corporate Officer/Principal | 01.10.2016 |
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| Private Unternehmen | 3 |
|---|---|
iCapital Alternative Investments LLC
iCapital Alternative Investments LLC Investment ManagersFinance iCapital creates, manages and/or advises a variety of alternative investment vehicles. The firm seeks to implement strategies that are designed to meet the investment objectives of its clients and to minimize potential losses. | Finance |
The University of St. Thomas School of Law
 The University of St. Thomas School of Law Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HighMark Wealth Management LLC
HighMark Wealth Management LLC Investment ManagersFinance HighMark WM performs ongoing analysis of the risk/reward dynamics in the markets and across asset classes, which is then applied to each individual client portfolio. Their portfolios include exchange–traded funds (ETFs), mutual funds and tactical managers to provide a well-rounded, diversified mix of investment holdings. The firm's allocation to tactical managers allows for participation across a wide range of asset classes, including emerging markets, commodities, sovereign debt and currencies, while having the ability to employ strategies to mitigate risk. | Finance |
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