Parker O’Sullivan

Business Development Lead

(925) 659-8034

As the Business Development Lead, Parker is responsible for managing the internal sales team and also works directly with the portfolio management team on institutional sales efforts. Most recently he was at Commonfund Securities, supporting the development of asset management mandates across endowments, foundations, and public pensions in the western United States. Previously he worked as an Associate Director of Relationship Management at Lateef Investment Management, supporting the institutional business development and client service efforts as well as consultant relations. Before that, Mr. O’Sullivan was an Associate on the Global Business Development team at Cambridge Associates in Boston and also worked at as a Marketing Associate at Kayne Anderson Capital Advisors in Los Angeles. He began his career as a Marketing Associate at Santa Barbara Asset Management, a subsidiary of Nuveen Investments, supporting the institutional client service and business development team. Mr. O’Sullivan holds a BA from the University of California Santa Barbara and has previously passed his FINRA Series 7, 63 and 65 exams.