Mike Sullivan, CFA
John Stephens, MD, CFA, CFP®
Mike brings 38 years experience providing comprehensive wealth management for high net worth individuals, families, foundations and endowments. Prior to joining TCI, Sullivan was the managing director for Tucson and the regional investment manager for the Western United States for BMO Private Bank.
Mike graduated from the University of Arizona with a bachelor’s degree in Finance and earned the Chartered Financial Analyst (CFA) designation from the CFA Institute. He is a member of the CFA Institute and the Tucson Society of the CFA Institute. Sullivan currently serves as the chair of the investment committee for the Community Foundation for Southern Arizona where he is past chair of the Board of Trustees and is actively involved in the community.
Outside of the office, Mike enjoys spending most his time outdoors cycling, hiking, fishing and horseback riding. Mike and his wife, Laura, recently celebrated their 34th wedding anniversary and have three adult children.
4011 E. Sunrise Dr.
Tucson, Arizona 85718
Phone: (520) 733-1477
Fax: (520) firstname.lastname@example.org