Kevin O'Sullivan

Wealth Management Director

Mr. O’Sullivan has the unique ability to breakdown highly involved financial concepts into easy-to-understand, actionable steps.  This has made him a sought after speaker to numerous New England based organizations and corporations.  Kevin’s exceptional leadership and communication skills have been developed over the last 30 years and are largely a product of his past role as a hockey player.

Mr. O’Sullivan played a leadership role for both Catholic Memorial High School and Boston University where he was a Captain of numerous State Championship teams.  From there he was drafted by the New York Islanders in the 1989 amateur draft.  Kevin’s dreams were realized in 1993 where he signed an NHL contract with the Montreal Canadiens.   

Today, Kevin works with a number of high-profile, professional athletes to help them navigate their unique financial challenges.

Kevin and his wife Karen live in Milton, MA with their three children; Caitlyn, Ryan and Matthew

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