Joe Sullivan is a Wealth Manager at RMR Wealth Management, LLC, bringing more than 25 years of institutional financial services and investment experience to the firm. Throughout his distinguished career, Joe has honed his expertise across leading hedge funds, mutual funds, and investment banking firms.
Prior to joining RMR, Joe held multiple C-suite and portfolio management positions at prominent firms, including DoubleLine Capital LP, Merrill Lynch, Forstmann-Leff, and Dreman Value Management.
Joe graduated magna cum laude from the University at Albany with a Bachelor of Science in Accounting and maintained a New York State CPA license for over 20 years. After raising his family in Manhasset, New York, Joe now resides in Port St. Lucie, Florida, with his wife.