Greg Sullivan is the president and CEO of Sullivan, Bruyette, Speros & Blayney, and is a Certified Financial PlannerTM professional and a certified public accountant (CPA) with more than 35 years of business, investment management, and financial planning experience. Barron’s, a national financial publication, has recognized Greg as one of the nation’s Top 100 Independent Financial Advisors and Washingtonian magazine named him as one of the Top Wealth Advisors in Washington, DC.
After earning his degree in accounting from the Pennsylvania State University, Greg started his career with Ernst & Whinney (now Ernst & Young). In 1991 he cofounded SBSB, a wealth management firm providing financial planning and investment advice to high-net-worth and ultra-high-net-worth clients. He and his partners later sold to Harris Bank, a subsidiary of Bank of Montreal, and partnering with these banks allowed Sullivan and his cofounders to expand their business. In early 2016, the SBSB partners repurchased the company from Bank of Montreal. The firm currently provides holistic financial planning for nearly 900 clients and tax preparation for approximately 500 clients and manages over $3.5 billion in assets.
Greg’s involvement in the financial planning and wealth management communities is well established. He is a member of the American Institute of Certified Public Accountants (AICPA) and the Financial Planning Association (FPA). In addition, he is a founding member of both the Alpha Group and Blind Squirrels, national consortia of wealth managers and business owners. He served as chairman (1996–1997), president (1995–1996), and on the board of directors (1989–1997) of the International Association for Financial Planning (now called the Financial Planning Association).
An avid skier, cyclist, and triathlete, Greg is the father of two grown children. He and his wife live in Alexandria, Virginia.