SBSB Ranks 81st on Top 100 RIA by 10 Years of Growth

Established in 1991, Sullivan, Bruyette Speros & Blayney (SBSB) provides comprehensive services including financial planning, tax planning, and investment management. Currently, the firm manages over $2.75 billion in assets for over 1,000 clients ranging from high net-worth individuals to corporations, charities and profit sharing plans. Since the firm’s inception, SBSB has been dedicated to a personalized approach in financial planning with an objective for advisors to sit on the same side of the table as their clients.

Martine Lellis, COO of SBSB, is a registered investment advisor, Certified Public Accountant, and a Certified Financial Planner specializing in operations, business management and talent development. Prior to SBSB, Lellis earned her bachelor’s degree in Mathematics from Duke University and an MBA from Georgetown University.

Greg Sullivan, President & CEO of SBSB, co-founded the firm and has more than 35 years of experience specializing in financial planning for high net-worth and ultra high-net worth clients.

Other than the acquisition of a firm in 2000, SBSB’s growth has been predominantly organic. In 2003, SBSB joined the Bank of Montreal and earlier this year became independent to better serve their clients and employees. Also in 2016, SBSB ranked 81st on RIA Channel’s annual ranking of the Top 100 RIA firms with more than $1 billion in asset growth over the last 10 years.

SHARE