Andrew John Cullivan

Portfolio Manager-Equities at First Trust Direct Indexing LP

Finance

Consumer Services

Profile

Andrew John Cullivan is a Portfolio Manager at First Trust Direct Indexing LP since 2020.
He was a Principal at Artemis Financial Advisors LLC from 2012 to 2013.
He completed his undergraduate degree at Bentley University.

Andrew John Cullivan active positions

Companies	Position	Start
First Trust Direct Indexing LP First Trust Direct Indexing LP Investment ManagersFinance First Trust Direct Indexing LP (First Trust) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was formerly known as Arboretum Advisors LLC and as Veriti Management LLC. First Trust manages domestic, international, and global equity portfolios for high-net worth individuals, institutions, and intermediaries such as wealth managers, consultants and family offices.	Portfolio Manager-Equities	30/11/2020

All active positions of Andrew John Cullivan

Former positions of Andrew John Cullivan

Companies	Position	End
Artemis Financial Advisors LLC Artemis Financial Advisors LLC Investment ManagersFinance Artemis Financial Advisors LLC (Artemis) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Leigh Bivings in 2007. Artemis offers highly personalized financial planning, sustainable investing, and wealth management services to individuals and families.	Analyst-Equity	30/04/2013

See the detail of Andrew John Cullivan's experience

Training of Andrew John Cullivan

Bentley University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Andrew John Cullivan's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Artemis Financial Advisors LLC Artemis Financial Advisors LLC Investment ManagersFinance Artemis Financial Advisors LLC (Artemis) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Leigh Bivings in 2007. Artemis offers highly personalized financial planning, sustainable investing, and wealth management services to individuals and families.	Finance
First Trust Direct Indexing LP First Trust Direct Indexing LP Investment ManagersFinance First Trust Direct Indexing LP (First Trust) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was formerly known as Arboretum Advisors LLC and as Veriti Management LLC. First Trust manages domestic, international, and global equity portfolios for high-net worth individuals, institutions, and intermediaries such as wealth managers, consultants and family offices.	Finance