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
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Ken Alozie
CFA, CAIA
Director, Portfolio Advisor
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Kris Andrejev
CFP®
Principal, Senior Client Advisor
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Anthony Badillo
CFP®
Senior Associate, Financial Planner
John Bender
CFP®
Director, Client Advisor
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Melissa Brown
 
Sr. Operations Specialist, Client Service
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James Bruyette
CPA, CFP®
Principal, Co-Founder
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Mark Cecchini
CFP®
Manager, Client Advisor
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Allison Chittenden
 
Operations Specialist, Tax
Patricia Denham
 
Sr. Operations Specialist, Client Service
Morgan Douglass
 
Manager, Trading
Akash Dua
 
Senior Associate, Portfolio Analyst
Patrick Dunne
CPA/PFS, CFP®
Principal, Senior Client Advisor
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Jill Etheredge
 
Sr. Operations Specialist, Executive Support
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
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Gary Ingram
CFP®
Principal, Senior Client Advisor
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Mark Johannessen
CFP®, AIF®
Principal, Senior Client Advisor
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Maureen Jones
 
Sr. Operations Specialist, Client Service
AJ Jordano
CPA, CFP®
Principal, Senior Client Advisor
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Daniel Kenny
CPA, CFP®
Manager, Client Advisor
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Patricia Kiernan
 
Operations Specialist, Client Service
Shayna Lebowitz
CFP®
Manager, Client Advisor
Martine Lellis
CPA, CFP®
Principal & Chief Operating Officer
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Meghan Lusk
CFP®
Manager, Client Advisor
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Gary Lyons
 
Sr. Director, Sr. Portfolio Advisor
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Mark Martin
CPA, CFP®
Manager, Client Advisor
Tatiana Morris
EA
Senior Associate, Tax Analyst
Walter Nockett
CFA®
Manager, Portfolio Advisor
Caitlin Norton
 
Sr. Operations Specialist, Marketing
Matthew Norton
 
Principal, Sr. Director of Technology
Jeff Porter
CFP®, CFA
Principal & Chief Investment Officer
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Steven Potter
CFP®
Director, Client Advisor
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Emily Purdon
 
Associate, Financial Planning Analyst
Jennifer Quigley
EA, CFP®, CASL®
Principal, Client Advisor
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Barbara Schelhorn
CFP®
Principal, Senior Client Advisor
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Taylor Seiling
CFP®
Manager, Client Advisor
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Peter Speros
CFP®
Principal, Co-Founder
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Gregory Sullivan
CPA, CFP®
Principal, President & CEO
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Karen Tovey
CFP®
Managing Director, Senior Client Advisor
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Jason Williams
CPA/PFS, CFP®, AEP®
Principal, Senior Client Advisor
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Charlene Yang
 
Sr. Operations Specialist, Technology

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