SBSB Leadership


Peter Speros, Mark Johannessen, Martine Lellis, Greg Sullivan, James Bruyette

Our Professionals


The leaders, specialists, and advisors of Sullivan, Bruyette, Speros & Blayney

Marijo Aboosamara
 
Manager
Amy Adams
CPA
Senior Tax Manager
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Ken Alozie
CFA, CAIA
Director, Portfolio Management
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Kris Andrejev
CFP®
Senior Director
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Anthony Badillo
CFP®
Senior Associate
John Bender
CFP®
Director
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Melissa Brown
 
Sr. Operations Specialist
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James Bruyette
CPA, CFP®
Managing Director
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Mark Cecchini
CFP®
Manager
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Allison Chittenden
 
Operations Specialist
Erika Cook
 
Sr. Operations Specialist
Patricia Denham
 
Sr. Operations Specialist
Morgan Douglass
 
Portfolio Manager
Akash Dua
 
Senior Associate
Patrick Dunne
CPA/PFS, CFP®
Senior Director
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Jill Etheredge
 
Sr. Operations Specialist
Jany Fry
 
Sr. Operations Specialist
Luisana Guerra
 
Operations Specialist
Christine Hahn
 
Senior Manager
Drew Howell
CFP®
Manager
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Gary Ingram
CFP®
Senior Director
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Mark Johannessen
CFP®, AIF®
Managing Director
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Maureen Jones
 
Sr. Operations Specialist
AJ Jordano
CPA, CFP®
Senior Director
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Daniel Kenny
CPA, CFP®
Manager
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Patricia Kiernan
 
Sr. Operations Specialist
Colette Kolanko
CPA/PFS, CFP®
Senior Manager
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Shayna Lebowitz
CFP®
Manager
Martine Lellis
CPA, CFP®
Chief Operating Officer
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Meghan Lusk
CFP®
Manager
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Gary Lyons
 
Sr. Director, Portfolio Management
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Mark Martin
CPA, CFP®
Manager
Tatiana Morris
EA
Senior Associate
Walter Nockett
CFA®
Portfolio Manager
Caitlin Norton
 
Sr. Operations Specialist
Matthew Norton
 
Director
Jeff Porter
CFP®, CFA
Chief Investment Officer
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Steven Potter
CFP®
Director
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Emily Purdon
 
Associate
Jennifer Quigley
CFP®, CASL®
Director
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Barbara Schelhorn
CFP®
Senior Director
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Taylor Seiling
CFP®
Manager
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Peter Speros
CFP®
Managing Director
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Gregory Sullivan
CPA, CFP®
President & CEO
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Karen Tovey
CFP®
Senior Director
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Jason Williams
CPA/PFS, CFP®, AEP®
Senior Director
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Charlene Yang
 
Sr. Operations Specialist