Meet the Team

Patrick A. Sullivan joined Connecticut Wealth Management (CTWM) as an Analyst in June 2025. In this role, he supports the firm’s advisors in developing comprehensive financial plans and delivering exceptional client service.

Education & Certifications

Patrick earned a Bachelor of Science in Finance with a minor in Innovation and Entrepreneurship from the University of Maryland (UMD). During his time at UMD, he studied abroad in Barcelona, expanding his global perspective and appreciation for diverse business practices.

Affiliations & Community Involvement

While at Maryland, Patrick was an active member of the Tau Epsilon Phi fraternity and the Sports Business Society. Outside of the office, Patrick enjoys playing golf, watching sports, surfing, and discovering new cuisines. He currently resides in West Hartford, Connecticut.