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Biography

Samantha Sullivan is an Associate in the New York City office. She is a member of the Wealth Management Operations team responsible for performance reporting in the Orion platform.
Prior to joining Cerity Partners, Samantha started her career in the financial services industry at Bank of America as a Relationship Manager. She furthered her experience at Simon Quick Advisors, where she was a Reporting Analyst focusing on performance reviews and alternative investment reconciliation.

Education

  • Bachelors in Business Administration, minor in Corporate Finance

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.