About Donald Sullivan of EVERMAY WEALTH
Donald Sullivan is Trustee - Yukon Trust at Evermay Wealth Management Llc and has been affiliated with Evermay Wealth Management Llc since March-2009.
Evermay Wealth Management Llc is an investment advisor that manages 401.8 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions. The managers's latest filing has disclosed 541MM in positions, which represents 135% of the manager's regulatory AUM.
For more on Evermay Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Evermay Wealth Management Llc is an investment advisor that manages 401.8 MM dollars in regulatory AUM and has 9 employees, of which 5 perform investment advisory functions. The managers's latest filing has disclosed 541MM in positions, which represents 135% of the manager's regulatory AUM.
For more on Evermay Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
EVERMAY WEALTH StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.3%/yr
Co-workers of Donald Sullivan at EVERMAY WEALTH
Name | Title | In Position Since |
---|
William C. Pitt | President/Co-Founder | March-2009 |
Damon A. White | Chief Operating Officer/Co-Founder/Chief Compliance Officer | March-2009 |
Biljana Mckinley | Wealth Advisor/Co-Founder | March-2009 |
Elizabeth S. Larson | Senior Wealth Advisor/Principal | March-2009 |
Charles P. Cocke | Trustee - Charles P. Cocke Trust | March-2009 |
Elizabeth Cocke | Trustee - Charles P. Cocke Trust | March-2009 |
Charles P. Cocke | Trustee - Yukon Trust | March-2009 |
Fundamental & Technical Factor Exposure
Donald Sullivan Office Address
1776 WILSON BOULEVARD
SUITE 310
ARLINGTON, Virginia
UNITED STATES, 22209
SUITE 310
ARLINGTON, Virginia
UNITED STATES, 22209
Donald Sullivan Contact Information
Phone Number: 703 822-5696
Fax Number: 703 312-1110
Website: http://www.evermaywealth.com
Fax Number: 703 312-1110
Website: http://www.evermaywealth.com
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