Sean Sullivan Portrait

Sean Sullivan, CFA®


Sean M. Sullivan’s main responsibility is to collaborate with colleagues to ensure that all client financial needs are being met. Sean advises clients on cash flow management, investing, and estate planning strategies in order to ensure that clients have peace of mind about their finances.

Prior to working at St. Louis Trust & Family Office, Sean lived in New York City and worked for Alliance Bernstein in the firm’s Private Client Group. He graduated from Fordham University with a Bachelor’s of Science degree in Finance. While at Fordham he was an equity analyst for the school’s student managed investment fund and completed his senior thesis on financial inclusion for low and middle-income individuals in America.

Outside of the office, Sean enjoys reading older books, learning about faraway places, rooting for the Cleveland Browns, and traveling to visit friends in other cities. He is a member of the City Academy Friends Board, and in 2022 he took the Giving What We Can Pledge