Senior investment manager and vice president,
PNC Wealth Management
- Came in second in two skeet-shooting tournaments.
- Bought lederhosen on eBay to wear at Oktoberfest on a German vacation.
- Loves to travel, but hates being on a plane.
Relatively few financial advisers work in the bank trust channel these days, but for Justin Sullivan the fit is just right. "My job has three parts," he explained. "I'm part of a team where I provide investment advice to clients; I manage and oversee compliance for nine other advisers in the Southeast; and I'm active in client acquisition."
A native of Philadelphia and a graduate of the University of Pittsburgh, he started at PNC Bank as a summer intern in 2007. That led to a full-time job in the trust department and a move to Atlanta when the bank expanded in the Southeast in 2012.
"I knew in college that I wanted to have a career in business, and I was really fortunate to have found a position that uses my people and technical skills," he said.
When he found himself managing money for wealthy clients at a young age, Mr. Sullivan concluded that he "somehow had to make it evident that I knew what I was doing." That led to becoming a certified financial planner. Today he serves as a spokesman for the CFP Board of Standards' "I Am a CFP Pro" campaign, which aims to bring younger people, women and people of color into the profession.
In Atlanta, he also serves as a volunteer for children in foster care.
"My job is to be an advocate for the child and represent their best interests in court. The volunteers get to be the one consistent person in a child's life, and that's very much needed," he said.
— Evan Cooper; Photo credit: Brad Trent