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About Matt

Matt Sullivan is a wealth advisor with the Sullivan Team at William Blair. He is committed to serving the team’s clients, helping them grow their wealth with active management of their portfolios and careful attention to financial planning in line with their goals. As a Chartered Financial Analyst (CFA), Matt brings a depth of knowledge on the financial markets and the factors that affect them.

Matt joined the Sullivan Team in 2018 after serving for two years as a summer intern. He is a graduate of Indiana University’s Kelley School of Business where he majored in finance. He lives in Lincoln Park and enjoys spending time with his large family and friends and playing sports – especially paddle tennis and golf.

About William Blair

William Blair is a premier global partnership 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.*

  • 1935

    Year William Blair was founded

  • 1,900+

    Employees worldwide

  • 139 billion+

    Client assets

  • 90 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • ~650

    Companies under coverage

As of March 31, 2025
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor's objectives, guidelines, and restrictions.

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