Ben Sullivan

Ben Sullivan, CFA, CFP is the Chief Investment Officer at AE Wealth Management.

In his role, he leads the firm's investment strategy across asset allocation, equities, fixed income, and private markets, serving independent advisors across the country. He oversees a team of fifteen investment professionals and acts as a thought leader in the industry.

Ben has been with AE Wealth Management since 2017 after starting his career in the accounting industry. He has held roles spanning the trade desk, as a Director of Wealth, and then as a Vice President of Sales before being promoted into the role of Chief Investment Officer, giving him deep knowledge of the independent advisors practices, day to day challenges, and goals.

He earned his degree from York University and holds his CFA and CFP designations, as well as Series 7, 24, and 66.

He spends his free time with his wife, Maggie, and their son, Declan.