Location
Austin (TX)
Specialty
Individual Wealth Management
Zip Code
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Connee Sullivan
SENIOR WEALTH MANAGER
Through Prime Capital Family Office, Connee provides wealth management and an array of financial services for our clients.
The needs of Family Office clients are diverse and often complex, and a relationship of trust is essential to providing clarity and confidence. Connee loves to work with extended family members including spouses, young adult children and parents. With family office services, we take care of the details so you can focus on what matters to you.
Prior to joining Prime Capital Financial, Connee served as Managing Director and Head of Family Office Services of SineCera Capital. She previously held a number of executive positions with private placement and private equity firms, including Prudential Capital, and practiced as a CPA with Arthur Andersen & Co. Throughout that time, she worked with business owners and wealth creators, and has a deep sense of respect and admiration for those who have done so.
She earned an MBA from the Darden School at the University of Virginia and a BBA in Accounting from the College of William and Mary.
With a particular passion for philanthropy, Connee has been involved with a variety of organizations including LifeWorks, Austin Opera, and Impact Austin. An avid baseball fan, she also enjoys exploring the Austin restaurant scene and entertaining at home, and balances that with commitment to physical fitness in the Pilates studio and at the gym.
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.
