Brendan M. Sullivan Partner, Advisor to the CEO
“I don’t just like what I do, I love what I do. Supporting Independent Advisors and my Partners in all operational facets as they work closely with clients helping them navigate various and oftentimes complex aspects of life and wealth.”
As a Partner and Advisor to the CEO at Sound Legacy, Brendan advises on all things related to business; from technology and people to business, finance, and operations. He has over ten years of experience working with RIA’s and a deep background in building advisor-owned businesses, driving operational excellence, technology adoption, platform utilization, personnel development, business profitability, and scale. Brendan has worked with national firms with over $70 Billion in Assets Under Management and more than 200 advisors, to boutique capital market firms serving ultra-high net worth clients, and his DNA pulses all things pointed to the consummate client experience. Brendan’s business acumen and deep understanding of independent advisory businesses makes him an integral leader at the firm’s executive level.
Brendan received his Bachelor of Science from Roger Williams University.
Aside from Brendan’s accomplished professional background are his personal interests; including all things outdoors. From surfing and beach volleyball in Southern California, fly fishing mountain rivers both domestic and international, to helicopter skiing and having certifications in avalanche training Level-3, ski patrol rescue, to his EMT training. Brendan enjoys quality time with his wife Janine who is from the Napa Valley and their three active and energetic sons; William, James, and Jack. They have happily chosen the Pacific Northwest as their home and community to live and thrive.