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Kelsey Mchugh Sullivan

Choate Investment Advisors

Boston, MA

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Current Employers
Choate Investment Advisors

Two International Place Suite 3000, Boston, MA 02110 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-10-24
  • MA RA
    APPROVED
    Since 2024-10-24

Branch Locations

Two International Place Suite 3000, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Group New York City NY 05/2016 04/2019
Putnam Investments (Franklin Templeton) Boston MA 05/2019 02/2024
Choate Investment Advisors Boston MA 03/2024 Present
  • 05/2016 → 04/2019
    Capital Group
    New York City, NY
  • 05/2019 → 02/2024
    Putnam Investments (Franklin Templeton)
    Boston, MA
  • 03/2024 → Present
    Choate Investment Advisors
    Boston, MA
Designations
Other Names
  • Kelsey Stuart Mchugh

View on SEC IAPD

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