Cathleen Sullivan holds the position of Assistant Vice President, Associate Wealth Manager at Bar Harbor Wealth Management. She joined the organization in 2022 and works in our Concord, New Hampshire, office.
Cathleen graduated summa cum laude with a bachelor’s degree in Finance from Northeastern University. Before joining our organization, she held trust administration positions at Nixon Peabody LLP, Choate Hall & Stewart LLP, and Palmer & Dodge LLP.
Cathleen has more than 25 years of experience in the wealth management industry, with a focus of working in the law practice industry. Using her experience, she works closely with her clients to identify or clarify their long-term financial goals and then develop a comprehensive plan to achieve those goals.