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Gregory Sullivan
President
Harris SBSB |
Speaker Biography:
Greg Sullivan is president and managing director of Harris SBSB, a service of Harris Private Bank that provides comprehensive financial planning and wealth advisory services to affluent clients. He co-founded Harris SBSB in 1991 and is responsible for ensuring the continued growth and development of the business and specializes in providing investment management, tax advisory, and financial planning services to clients. Mr. Sullivan has more than 25 years of experience advising affluent clients and is actively involved in the financial planning community. He is past president of the International Association for Financial Planning (now called the Financial Planning Association) and served on its Board of Directors from 1989 to 1997. Mr. Sullivan is also a founding member of the Alpha Group, a nationally recognized group of leading financial planners. He is a Certified Financial PlannerTM professional, a Certified Public Accountant (CPA), and is accredited as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants. Mr. Sullivan earned a Bachelor's degree from Pennsylvania State University.
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SCHEDULE
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NEW—Create Your Own Workshop Schedule
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Legend
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PD = Panel Discussion |
OC = Opening Ceremonies |
PS = Paid Session |
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WS = Sponsor Workshop |
KP = Keynote Presentation |
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Special Notice: The Symposium Schedule is subject to change. Please check back frequently for revisions, additions, and possible cancellations to ensure that you have the most accurate and up-to-date information. Be sure to consult the Symposium Schedule, which you will receive at the Delegate Registration Desk at the Symposium. Also, please be sure to pick up Daily Program Updates at the Registration Desk each morning of the Symposium to check on changes that may have occurred since the Symposium Schedule went to print.
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