Profile
Joel Eugene Sullivan worked as a Partner & Portfolio Manager at Buena Vista Investment Management LLC from 2003 to 2019.
Prior to that, he worked as a Principal at American Express Financial Advisors, Inc. from 1988 to 2003.
Sullivan received his undergraduate degree from St. John's University.
Former positions of Joel Eugene Sullivan
| Companies | Position | End |
|---|---|---|
Buena Vista Investment Management LLC
 Buena Vista Investment Management LLC Investment ManagersFinance Buena Vista Investment Management LLC (Buena Vista) is an independent, SEC-registered investment advisor headquartered in Wisconsin Rapids, Wisconsin. The firm was founded by John L. Moffat in 1998. Buena Vista provides investment advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Compliance Officer | 01/04/2019 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 31/03/2003 |
Training of Joel Eugene Sullivan
| St. John's University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
| American Express Financial Advisors, Inc. | |
Buena Vista Investment Management LLC
Buena Vista Investment Management LLC Investment ManagersFinance Buena Vista Investment Management LLC (Buena Vista) is an independent, SEC-registered investment advisor headquartered in Wisconsin Rapids, Wisconsin. The firm was founded by John L. Moffat in 1998. Buena Vista provides investment advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Finance |
- Stock Market
- Insiders
- Joel Eugene Sullivan
