Broker Check

ROBERT J. SULLIVAN

Chief Investment Officer

[email protected]

Robert J. Sullivan, founder and Chief Investment Officer, has over thirty years of investment experience. He is responsible for implementing the day-to-day management of Satuit’s investment operations. He has been the Portfolio Manager of the Satuit Capital U.S. Emerging Companies Fund (SATMX) since its inception in 2000.
 
Prior to founding the firm, Mr. Sullivan was employed by Cadence Capital Management as a Senior Equity Analyst . Mr. Sullivan also held positions at Fidelity Capital Markets and Bridge Information Systems. He began his investment career in 1981 as an analyst for a Washington,  D.C. venture capital firm.
 
Mr. Sullivan holds a Bachelor’s Degree from the University of Maryland and holds Series 7, 22, and 63 licenses from the Financial Industry Regulatory Authority (FINRA).

David Eaton

Director of Marketing

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David Eaton has over twenty years of experience marketing financial services.

As Satuit’s Director of Marketing, Mr. Eaton will be working to expand its presence in various distribution channels focusing on
institutional clients and their consultants.

In addition to launching a marketing consulting firm, Thunderbolt Strategies, Mr. Eaton has held senior marketing positions with
Ironwood Investment Management, Rampart Investment Management, and Dewey Square Investors.

Mr. Eaton holds degrees in both Marketing and Accounting from Roger Williams University.

Don O'Hara

Director of Quantitative Analysis

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Don O’Hara has over 35 years of quantitative investment management experience.

For the last 13 years, Mr. O’Hara has worked with investment consultants, asset owners, and asset managers at Style Research, Inc. in
Boston, MA. Prior to, Mr. O’Hara was an investment consultant and senior account manager for Zacks Investment Research, Chicago,
IL. At Zacks, he was responsible for training institutional asset managers in portfolio analytics, portfolio construction, and developing
quantitative analysis models.

Mr. O’Hara began his investment career as Quantitative Technologist at Batterymarch Financial Management in Boston and for 14
years, managed systems for the portfolio construction, and the equity research platform for one of the pioneering firms in quantitative
investment research.

Mr. O’Hara holds a Masters in Management Science and Bachelors in Industrial Engineering from Northeastern University, Boston.

David Jones

Chief compliance Officer

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David Jones has accumulated over thirty-two years' experience in the legal, investment and financial services industries.

Mr. Jones is co-founder and Managing Member of Drake Compliance, LLC, a regulatory compliance consulting firm providing compliance
solutions to mutual funds and investment advisers. He was also the founder and controlling shareholder of David Jones & Assoc., a law
firm specializing in the laws relating to registered investment companies and investment advisers.

Mr. Jones has obtained hands-on experience in almost all areas of mutual fund and investment advisory operations, and currently
provides consulting advice and expertise to a wide variety of diverse clients.