Mark Sullivan

Bio

Mark brings a wealth of experience in the financial services industry, having started his career in 1997. Before joining Procyon, he was part of UBS’s Private Wealth Division, where he provided comprehensive solutions to Ultra High Net Worth clients globally. Prior to UBS, Mark spent seven years at Credit Suisse in the Wealth Management division, where he focused on providing exceptional service to high-value clients. His career began at Lehman Brothers, where he worked with both High Net Worth individuals and institutional clients, gaining invaluable experience in wealth advisory and financial strategy.

As Senior Vice President and Senior Private Wealth Advisor at Procyon, Mark will leverage his deep industry expertise to deliver personalized wealth management strategies that help clients grow and protect their assets.

Mark holds a B.A. in Economics from Villanova University, where he was a four-year scholarship Track athlete and team captain. He went on to earn an M.B.A. from the Kellogg School of Management. Outside of work, Mark resides in Connecticut with his wife and four sons. He enjoys coaching and supporting his children’s sports activities and spends his leisure time golfing, running, and biking.