Geralyn Sullivan
Managing Director, Wealth Advisor
About Geralyn
Geralyn Sullivan has more than 40 years of experience in the financial services industry and approximately $240 million in client assets. She began her career at Oberweis Securities in 1983 and joined William Blair in 1988. Through her diligence and solid performance, she has successfully 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 2022, 2023, 20241
- 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.*
-
1935Year William Blair was founded
-
1,900+Employees worldwide
-
149 billion+Client assets
-
89 YearsIndependent and employee-owned
-
20+Offices worldwide
-
~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.