Andrew John Cullivan
Portfolio Manager-Equities at First Trust Direct Indexing LP
Andrew John Cullivan active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | 2020-11-30 | - |
Career history of Andrew John Cullivan
Former positions of Andrew John Cullivan
| Companies | Position | Start | 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 | 2012-04-30 | 2013-04-30 |
Training of Andrew John Cullivan
| Bentley University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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 |
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