Stock Options and Equity Compensation
Women in Transition
Community soup kitchen, volunteer weekly; Wellesley College, Treasurer, Alumnae Class
Erin is a Senior Wealth Advisor at The Colony Group. She counsels high-net-worth individuals on a wide range of wealth management and investment advisory services. She is also a member of The Colony Group’s Diversity, Equity, and Inclusion Council.
Previously, Erin served as a Senior Portfolio Administrator, acting as a primary contact for The Colony Group’s custodial relationships and a point person for various client service requests. Prior to joining the firm, Erin was a Financial Advisor Assistant at Long Wharf Investors, where she provided client service, investment, and compliance support.
Erin graduated cum laude from Wellesley College, where she earned her Bachelor of Arts in Mathematics and Classical Civilizations. She also received her Master of Theological Studies from Harvard Divinity School.
In her spare time, Erin volunteers weekly at a local soup kitchen and serves as the Treasurer of her college Alumnae class. She also enjoys playing in curling and bocce leagues.
The Colony Group’s Jack Clark, MBA, CFA, CFP®, Senior Wealth Advisor, Christopher Johnson, MBA, Senior Wealth Advisor, Matthew Rapoport, CFP®, MST, Senior Wealth Advisor, Erin Sullivan, CFP® Senior Wealth...
I have been volunteering with Wednesday Night Supper Club for about a decade. In commuting across Boston, I was moved to do my part by the vast display of...