Profile
Mr. Tate Sullivan, CFA MBA, is a Senior Industrials Analyst at Maxim Group LLC.
Prior to joining Maxim, Mr. Sullivan was a Senior Equity Analyst at Sidoti & Company, LLC covering industrials with energy and infrastructure exposure.
Before Sidoti, he covered Engineering & Construction companies at CLSA and was an Equity Research Associate in oilfield services.
He also has prior experience on the sell side with Lazard, J.P.
Morgan and Bear Stearns.
Before joining the sell side, he worked with energy companies at Duff & Phelps providing independent acquisition valuations, and Thomson Financial in investor relations consulting.
Mr. Sullivan earned his M.B.A. in finance from Fordham University, and his B.A. in journalism from the University of North Carolina at Chapel Hill.
He also holds the CFA designation.
Tate Sullivan active positions
| Companies | Position | Start |
|---|---|---|
Maxim Group LLC
Maxim Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2018-09-30 |
Former positions of Tate Sullivan
| Companies | Position | End |
|---|---|---|
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2018-10-02 |
CLSA Americas LLC
CLSA Americas LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2015-05-31 |
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2012-12-31 |
FM Partners Holdings LLC
FM Partners Holdings LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2011-03-30 |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2009-09-30 |
Training of Tate Sullivan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps provides specialty investment strategies that enhance client outcomes through active portfolio management and customized solutions. Their investment strategies include global listed infrastructure, global listed real estate, MLPs & Energy, international equities, investment grade fixed income and domestic securities. In the portfolio construction process, the firm utilizes top-down macro considerations with fundamental bottom-up company research analysis. | Finance |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services | Finance |
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Thomcorp Holdings, Inc.
Thomcorp Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Provides information, news, and technology solutions to the financial community | Commercial Services |
Sidoti & Co. LLC
Sidoti & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
FM Partners Holdings LLC
FM Partners Holdings LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Maxim Group LLC
Maxim Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of North Carolina at Charlotte
The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CLSA Americas LLC
CLSA Americas LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
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