Wealth Advisor

Casey Sullivan

I Create Safe Spaces for My Clients

The caring relationship I create with my clients is one based on openness, kindness and active listening, so I can truly comprehend what matters most to them and their families. It’s exactly how I treat my own family.

What has inspired you to stay at Bernstein for as long as you have?

I was introduced to Bernstein in 2005 and have welcomed it as my home away from home ever since. What attracted me to Bernstein is the firm’s stellar reputation, philosophy and independent thinking. All of these qualities resonate with my personality. In the realm of finance, most investment managers act and look the same. Therefore, I value the uniqueness of Bernstein. We are investors rather than intermediaries or middlemen. Our advisors partner and communicate directly with clients to solve their wealth and investment strategy challenges. The goal is to remedy the problems of today. I operate on a simple belief: do the right thing. With that as my guiding principle, combined with honesty and integrity, I believe I will always find myself on the ‘right side’ of the table. This is what drives my work with the clients whom I have the privilege of working with every day at Bernstein. Lastly, Bernstein is the most special place to me because I met my wife here over 10 years ago.

What passions do you pursue outside of work?

My children first and foremost. They keep my wife and me busy and are, by far, our biggest accomplishment together. Raising and coaching them has been one of my most fulfilling endeavors.

Outside of work and being a father, I do try to relax. My favorite place to blow off steam is on the golf course with friends. I’m a competitive person by nature, which I satisfy by participating in one of our state championships. Our family also has a love for food and cooking together. Being in the kitchen brings me back to the time I spent with my mother as a child. It brings me joy. My mother taught me how to cook and ingrained in me the famous words of Julia Child, “People who love to eat are always the best people.”

If you didn’t work for Bernstein, what else would you be doing?

Without a doubt, if I weren’t a financial advisor at Bernstein I would be a teacher. I absolutely love kids and their inquisitive nature. Teachers are also the people we remember throughout the course of our lives. Today, I still stay in touch with the teachers who had a profound impact on me. Aside from being able to touch someone’s life, the other aspect of teaching that I love is sharing knowledge with others, which I find to be very rewarding. I’m naturally a curious person, and every day in this profession provides me with a different experience. One of the many reasons I’ve stayed at Bernstein for over 15 years is that I am supported in any decisions I make. Bernstein trusts my instincts. My coworkers also genuinely care about my well-being, both personally and professionally. I imagine this is a similar environment I would be in as a teacher.