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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Jeff Sullivan

Lead Investment Operations Manager

Jeff Sullivan
Jeff Sullivan

About Jeff

Jeff is a Lead Investment Operations Manager, Investment Operations where he is responsible for ensuring timely, consistent, and accurate service and support for all areas of investment management operations.

Jeff served as a Director of Investment Operations at Derby and Company, Inc. prior to their merger with Focus Partners in 2021. Previously, Jeff had acquired over 25 years of experience with investment management operations that includes time with The Boston Company, Massachusetts Financial Services, and Lee Munder Capital Group.

He earned his Bachelor of Science in Economics from Northeastern University.

Outside of the office, Jeff enjoys keeping active with family including hiking with his dog Harry, woodworking, and cooking on his grill.

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