Andrew R. Sullivan, CFP, CIMA

Founder | President


Andrew founded CIO Wealth Management, Inc. in 2009 to deliver an independent, credentialed approach to personal wealth management, serving a range of high-net-worth, emerging high-net-worth, and middle class millionaire clients. 

In his role as each client's personal Chief Investment Officer, Andrew manages customized investment strategies and financial plans built around a family's, individual's or entity's specific financial circumstances.  

Andrew's 25+ years as a wealth manager gives him important perspective on market cycles, investment products and strategies, and the broader personal financial marketplace of banking, lending, and real estate.

Core to wealth management is the personal nature of client relationships. By knowing his clients and understanding their goals and perspectives, Andrew has built trusted advisory relationships lasting decades and generations. 


Education and Credentials

Boston College, BA History, 1997

Certified Financial Planner (CFP®), 2002

Certified Investment Management Analyst (CIMA®), 2004

Investments and Wealth Institute, Member

Financial Planning Association, Member 

Phone (978) 287-1405