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, Compliance
Amy Adams
CPA
Senior Manager, Tax Advisor
View Bio
Ken Alozie
CFA, CAIA
Director, Portfolio Advisor
View Bio
Kris Andrejev
CFP®
Principal, Senior Client Advisor
View Bio
Anthony Badillo
CFP®
Senior Associate, Financial Planner
Sarah Baker
CFP®
Senior Manager, Client Advisor
View Bio
John Bender
CFP®
Director, Client Advisor
View Bio
Melissa Brown
 
Sr. Operations Specialist, Client Service
View Bio
James Bruyette
CPA, CFP®
Principal, Co-Founder
View Bio
Allison Cardenas
 
Operations Specialist, Tax
Mark Cecchini
CFP®
Manager, Client Advisor
View Bio
Patricia Denham
 
Sr. Operations Specialist, Client Service
Morgan Douglass
 
Manager, Trading
Akash Dua
CAIA 
Senior Associate, Portfolio Analyst
View Bio
Jonathan Duggan
 
Associate, Financial Planning Analyst
Patrick Dunne
CPA/PFS, CFP®
Principal, Senior Client Advisor
View Bio
Jill Etheredge
 
Sr. Operations Specialist, Executive Support
Kathleen Fite
 
Senior Manager, Controller
David Francis
CFP®
Senior Associate, Financial Planner
Jany Fry
 
Sr. Operations Specialist, Client Service
Luisana Guerra
 
Operations Specialist, Client Service
Christine Hahn
 
Senior Manager, Technology
Drew Howell
CFP®
Senior Manager, Client Advisor
View Bio
Gary Ingram
CFP®
Principal, Senior Client Advisor
View Bio
Mark Johannessen
CFP®, AIF®
Principal, Senior Client Advisor
View Bio
Maureen Jones
 
Sr. Operations Specialist, Client Service
AJ Jordano
CPA, CFP®
Principal, Senior Client Advisor
View Bio
Daniel Kenny
CPA, CFP®
Manager, Client Advisor
View Bio
Patricia Kiernan
 
Operations Specialist, Client Service
Katie King
 
Manager, Marketing
Shayna Lebowitz
CFP®
Manager, Client Advisor
Martine Lellis
CPA, CFP®
Principal & Chief Operating Officer
View Bio
Meghan Lusk
CFP®
Manager, Client Advisor
View Bio
Gary Lyons
 
Sr. Director, Sr. Portfolio Advisor
View Bio
Mark Martin
CPA, CFP®
Manager, Client Advisor
Dave Merrill
CPA
Senior Manager, Tax Advisor
Michelle Montpetit
CFP®
Associate, Financial Planning Analyst
Tatiana Morris
EA
Senior Associate, Tax Analyst
Walter Nockett
CFA®, CFP®
Manager, Portfolio Advisor
View Bio
Caitlin Norton
 
Sr. Operations Specialist, Marketing
Matthew Norton
 
Principal, Sr. Director of Technology
Jason Pan
 
Senior Associate, Financial Planner
Jeff Porter
CFP®, CFA
Principal & Chief Investment Officer
View Bio
Steven Potter
CFP®
Director, Client Advisor
View Bio
Emily Purdon
CFP®
Associate, Financial Planning Analyst
Jennifer Quigley
EA, CFP®, CASL®
Principal, Client Advisor
View Bio
Tony Rieck
 
Associate, Financial Planning Analyst
Shelley Ryan
 
Sr. Operations Specialist, Client Service
Barbara Schelhorn
CFP®
Principal, Senior Client Advisor
View Bio
Taylor Seiling
CFP®
Manager, Client Advisor
View Bio
Peter Speros
CFP®
Principal, Co-Founder
View Bio
Gregory Sullivan
CPA, CFP®
Principal, President & CEO
View Bio
Kyle Summers
 
Associate, Financial Planning Analyst
Karen Tovey
CFP®
Managing Director, Senior Client Advisor
View Bio
Jason Williams
CPA/PFS, CFP®, AEP®
Principal, Senior Client Advisor
View Bio
Charlene Yang
 
Sr. Operations Specialist, Technology

Share this Page