Stratos Wealth Holdings names Brian L. Sullivan Head of Distribution

Experienced Investment Management Leader to Identify Growth Opportunities for Advisors, Stratos Investment Management
PRNewswireMarch 5, 20243 min

Stratos Wealth Holdings, (Stratos), a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures, announced the appointment of¬†Brian L. Sullivan as Head of Distribution for Stratos Investment Management. He will help the Stratos’ advisors identify and leverage growth opportunities available through Stratos Investment Management.

Stratos Investment Management, formerly Fundamentum, is Stratos’ affiliated portfolio manager and investment support registered investment advisor (“RIA”).

“Brian has decades of experience identifying and executing growth strategies for financial advisors, enhancing practice management and implementing asset management solutions,” said¬†Phil¬†Nuttall, Chief Operating Officer of Stratos Wealth Holdings. “We look forward to having him support our family of independent financial advisors.”

Sullivan began his financial services career as an Investment Associate at Ormond Reinsurance. Sullivan joined Stratos from Putnam Investments where he was most recently the Central Region Director responsible for managing financial advisor relationships in an 18-state region.

Sullivan¬†said,¬†“The¬†demands on¬†an¬†advisor’s¬†time¬†continue to¬†grow,¬†which¬†presents¬†challenges in managing operations, portfolios and relationships. My role at Stratos is to alleviate that pressure so advisors can focus on what matters most in growing their business which is supporting their clients.”

Stay Ahead of the Financial Curve with Our Latest Fintech News Updates!

PRNewswire

newOriginal-white-FinTech1-1

We are one of the world’s leading Fintech-based media publication with our content strategized and synthesized to fit right into the expanding ecosystem of Finance professionals. Be it fintech live news, finance press releases, tech articles from Fintech evangelists or interviews from top leaders from global fintech firms, we give the best slice of knowledge topped up with the aptest trends. Our sole mission is to help tech and finance professionals step up with the rapidly emerging Fintech civilization and gain better insights to emerge victorious in every possible way. We adopt a 360-degree approach in order to cater to present a holistic picture of the fintech arena.

Our Publications



FintecBuzz, 2024 © All Rights Reserved