Brian M. Sullivan, MS.

LPL Investment Advisor Representative

Brian brings an extensive background in business management, financial services, information technology, e-commerce and construction to Dietz & Lynch Capital.

As the President of a technology centric construction company, Brian grew the firm into an industry leader specializing in information technology, physical security, wireless backbone and telecommunications solutions serving state and federal government agencies, cellular providers and a diverse range of commercial clients.

Serving as a cash management product manager with a top tier financial institution, Brian developed the bank's first comprehensive online banking system for enterprise commercial clients, with features that delivered a competitive advantage in the then-nascent online banking arena: information reporting; Automated Clearing House (ACH), wire transfer, bill pay and account transfers; and stop payment.

Working in e-commerce, Brian led the agile re-designed and rebranding of a company's $75 million SaaS e-commerce web site for 24 countries across North America, Europe and Asia, including a new content management strategy based on user profiles and purchase history.

He also founded a managerial consulting firm that served a variety of clients including IT managed service providers, wholesale distributors and medical startups.

He graduated Bentley University in 2000 with a BS in Economics and Finance and in 2001 with an MS in Marketing with High Distinction.

He is a CERTIFIED FINANCIAL PLANNER™ Professional and holds both Series 7 and 66 securities registrations through LPL Financial.

As a three palm Eagle Scout, he has always had a passion to work with non-profits focusing on youth development, education and health having served in various roles including:

  • President, Newburyport Rotary Club

  • Board Member, Anna Jaques Community Health Foundation

  • Board Member, Computer Science & Business Administration Advisory Boards, Northern Essex Community College

  • Board Member, Boy Scouts of America, Spirit of Adventure Council

  • Scoutmaster

He currently lives in Amesbury and Haverhill, MA with his wife Heidi and their two year old son Max.