I am responsible for all investing decisions at Quarterpoint. My experience includes 4 years of investing at Quarterpoint, almost 3 years as a stock picker and newsletter writer at The Motley Fool, and over 5 years on Wall Street as an assistant and associate analyst.
I focus on making you successful because making people's lives better is rewarding. If I can achieve that goal while doing what I love, I feel fulfilled.
My passion is finding companies trading for much less than they are worth. Buying at low prices 1) lowers risk and 2) allows for future capital gains. These opportunities are rare and I must constantly learn and be ready for when they appear.
I search for ideas off "the beaten path" of other stock pickers. This can lead to interesting companies with substantial value not recognized by the market.
I am proud to hold the Chartered Financial Analyst® designation from CFA Institute. In addition to investing, I am interested in how the physical world works, gardening and plants, the outdoors, and local community organizations.
Please feel free to contact me at email@example.com and (406) 570-8741. I enjoy helping people so your call would be welcome!
Thank you for your time,
-Andrew Sullivan, CFA