Daniel Sullivan, CFA, CAIA


Senior Vice President, Regional Director, Northeast

Daniel Sullivan is a Senior Regional Director at Axxes Capital focused on capital formation across the Northeast territory. Mr. Sullivan's career spans over 13 years of distribution experience at various asset management firms.

Prior to joining Axxes, Mr. Sullivan served as Vice President of Business Development at Vest Financial where he was responsible for developing and managing relationships with RIAs and other financial professionals. He also held positions at Manulife Investment Management and Parametric Portfolio Associates on their institutional distribution teams where he represented the firms' investment capabilities to institutional plan sponsors and consultants.

Mr. Sullivan holds a Bachelor of Arts degree in Business Economics from Providence College. He is a CFA and CAIA charter holder, and maintains Series 7, 3, 66, and 63 licenses.

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