Geralyn Sullivan

Geralyn Sullivan

Managing Director, Wealth Advisor

About Geralyn

Geralyn Sullivan has more than 35 years of experience in the financial services industry and more than $250 million in client assets as of 12/31/2021. She began her career at Oberweis Securities in 1983 and joined William Blair in 1988. Through her diligence and solid performance, she has developed multi-generational relationships with her clients. She enjoys working closely with families and discussing their financial objectives and unique circumstances.

Professional Recognition and Awards

  • Forbes America's Top Women Wealth Advisors Best-in-State 20221
  • Forbes Best-in-State Advisors 20222

 

1Forbes  America's Top Women Wealth Advisors Best-in-State; Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

2 The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

 

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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