50+ Employees

4

Sullivan Bruyette Speros & Blayney

Overall Ranking8

Employees60 Firm TypeRIA CEO and PresidentGreg Sullivan LocationMcLean, Va. Primary CustodianSchwab Advisor Services

Overall Ranking8

Employees60 Firm TypeRIA CEO and PresidentGreg Sullivan LocationMcLean, Va. Primary CustodianSchwab Advisor Services

A focus on healthy relationships, with both employees and clients, is an overriding aspect of his company’s culture, said Greg Sullivan, CEO and co-founder of Sullivan Bruyette Speros & Blayney.

A focus on healthy relationships, with both employees and clients, is an overriding aspect of his company’s culture, said Greg Sullivan, CEO and co-founder of Sullivan Bruyette Speros & Blayney.

To support this idea, the 63-person firm puts an emphasis on fun and social time, along with employee autonomy and management’s commitment to get to know each employee individually.

For example, Mr. Sullivan recently started a program of having breakfast with an employee three days a week, asking each one to “tell me your story.” The response has been incredible, he said, as people deeply appreciate his taking the time to learn about them.

A strong mentoring program also has been in place for 10 years, and applies to everyone in the firm. Employees choose a mentor, with whom they meet quarterly. After two or three years, they choose a new one. As a result, the mentees feel better connected to the firm, feel heard, and develop relationships with people who can provide advice and empathy.

“As you build healthy relationships you strengthen ties to the company,” Mr. Sullivan said.

— Deborah Nason

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