jim sullivan

chief executive officer and founder

About

Jim Sullivan is the portfolio manager with over 20 years of investment experience with institutions like Kaufman Funds and locally with Friedman, Billings, Ramsey, Inc. We would be happy to put you in touch with any of our current clients. If you have any questions contact Jim at the number listed on this page.

Country

united states

City

washington

Industry

investment management

Skill

investments, strategic planning, start ups, new business development, entrepreneurship, business strategy, mergers and acquisitions, securities, budgets, public speaking, asset allocation, mergers, strategic financial planning, financial advisory

Experience

chief executive officer and founder

sullivan, wood capital management, llc

2006-1 - Present · 20 yrs 9 mos

Sullivan, Wood Capital Management ,L.L.C. is a boutique, value driven, long-term focused, registered investment adviser based in Washington, D.C. At SWCM we believe in the ownership of securities in individual companies and invest in these businesses for the long term. We don’t invest in markets we invest in businesses. The investments we make can be made across all assets classes, stock, bonds, preferred securities and derivatives. The firm offers investment advice to individuals, high-net worth individuals, corporations, non-profit organizations, trusts, profit sharing, and pension plans.