Profile
Mr. Mortimer J.
Sullivan, III, is a Portfolio Manager of Fixed Income at Burnham Asset Management Corp.
Mr. Sullivan was associated with Glickenhaus & Co., where he managed all fixed income portfolios for high net worth and corporate clients.
He began his career in Fixed Income investments at Clayton Brown & Associates, a Chicago based municipal bond boutique, where he was a Trader & Underwriter of Southeast municipal bonds.
At Bank of New York, he was the Head of New York Trading, underwriting and commitments for retail accounts.
Mr. Sullivan received his undergraduate degree from Skidmore College.
Former positions of Mortimer Joseph Sullivan
| Companies | Position | End |
|---|---|---|
Glickenhaus & Co.
 Glickenhaus & Co. Investment ManagersFinance Glickenhaus & Co. (GC) operated as an investment advisor. The company was founded in 1938 and was headquartered in New York, NY. | Portfolio Manager-Fixed Income | 30/08/2012 |
Bank of New York (New York Branch)
 Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Corporate Officer/Principal | - |
Burnham Asset Management Corp.
 Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | Portfolio Manager-Fixed Income | - |
Training of Mortimer Joseph Sullivan
| Skidmore College | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
| Private companies | 3 |
|---|---|
Burnham Asset Management Corp.
Burnham Asset Management Corp. Investment ManagersFinance Founded in 1989, Burnham Asset Management Corp. (BAM) is a registered investment advisor located in New York City. The firm is a subsidiary of BAM Holdings LLC, who in 2015 purchased 100% of BAM's outstanding capital stock from their previous parent company, Burnham Financial Group, Inc. BAM is an affiliate of Burnham Securities Inc. , a broker-dealer and member of FINRA. BAM provides portfolio management services to individuals (including trusts, estates, 401(k) plans and IRAs), high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations and other business entities. The firm also provides investment management services to the Burnham Investors Trust, a family of registered mutual funds, and serves as the investment manager of Burnham Emerging Managers Fund LP, a private investment fund previously known as Revere Emerging Managers Founders Fund LP. | Finance |
Glickenhaus & Co.
Glickenhaus & Co. Investment ManagersFinance Glickenhaus & Co. (GC) operated as an investment advisor. The company was founded in 1938 and was headquartered in New York, NY. | Finance |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Finance |
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