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Marita Agnes Sullivan

Former Shareholder & Chief Executive Officer at JMG Financial Group Ltd.
Overview
In The News
Relationships
Paths
Education
Memberships
Career History
Boards & Committees
Non-Profit Donations & Grants
Political Donations
Awards & Honors

Marita Agnes Sullivan

Former Shareholder & Chief Executive Officer at JMG Financial Group Ltd.

Overview

Notable Companies
JMG Financial Group Ltd.
Awards
3
Board Seats
1
Number of Relationships
This person is connected to 134 people.

In The News See more

RelSci
January 17, 2017

Relationships See Details


Chief Executive Officer at JMG Financial Group Ltd.

President at JMG Financial Group Ltd.

Principal & Co-Chief Investment Officer at JMG Financial Group Ltd.

Co-Chief Investment Officer at JMG Financial Group Ltd.

Shareholder, Chief Operating Officer & Secretary at JMG Financial Group Ltd.

Principal & Senior Vice President at JMG Financial Group Ltd.

Principal & Director, Research Team at JMG Financial Group Ltd.

Principal & Chief Compliance Officer at JMG Financial Group Ltd.

Principal at JMG Financial Group Ltd.

President, Financial Planning Practice at Whitnell & Co.
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Educational Background

Bachelor of Science Degree in Accounting 
UIC is a major research university offering the cultural, business and entertainment opportunities you can only find in a world-class city. As one of the top 200 research-funded institutions in the world, UIC faculty discover the things that others teach. Choose from 15 academic colleges including the UIC College of Medicine-the largest in the nation-which educates one in six Illinois physicians. With nearly 2,574 instructional faculty members, there is one faculty member to every 11 students, which allows for a more personal learning experience. What's more, 75 percent of tenured faculty members teach undergraduate courses and 83 percent of full-time instructional faculty have earned a PhD or equivalent. But it's not all work and no play at UIC... Our 16,911 undergrads and 10,669 graduate and professional students make up one of the most diverse student bodies in the United States. Whether living in residence halls, near campus or commuting, you'll find there's always something interesting going on, from social events, clubs, sororities and fraternities, to two state-of-the-art fitness centers, and more-not to mention everything Chicago has to offer just minutes away. And at UIC, we take our sports seriously. The UIC Flames compete in 18 NCAA Division 1 sports and have won a total of 38 conference championships. There's a wide range of intramural teams and sports clubs for students to join.

Memberships

Member
The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.
Member
TO ENHANCE THE VALUE OF THE CPA PROFESSION THROUGH EDUCATION, INFORMATION, ADVOCACY AND CONNECTIONS.
Member
The Financial Planning Association (or FPA) (U.S.), created in 2000 through the merger of the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP), is a leadership and advocacy organization for those who provide, support and benefit from financial planning. Based in Denver, Colorado, FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. The organization's stated Primary Aim is to be the community that fosters the value of financial planning and advances the practice and profession of financial planning. FPA is governed by a volunteer Board of Directors who are charged with helping the organization reach its mission while upholding the organization's bylaws.
Member

Career History

Shareholder & Chief Executive Officer
1989 - 2017
JMG Financial Group takes a long-term approach when developing and implementing a client's investment strategy. The firm's approach is based on their belief that choosing a sensible asset allocation strategy and having the discipline to maintain that allocation are the keys to achieving successful long-term investment results. JMG primarily allocates client investment assets among various individual equity (stocks) and fixed income securities, mutual funds, ETFs, ETNs, private funds, and unaffiliated sub-advisors, on a discretionary and non-discretionary basis.
Tax Manager
Prior - 1986
In 1906 Mr. Arthur Young formed an accounting firm, Arthur Young & Company, with his brother Stanley.

Boards & Committees

Corporate Boards ▾
Chairman, Board of Directors
1987 - Current
JMG Financial Group takes a long-term approach when developing and implementing a client's investment strategy. The firm's approach is based on their belief that choosing a sensible asset allocation strategy and having the discipline to maintain that allocation are the keys to achieving successful long-term investment results. JMG primarily allocates client investment assets among various individual equity (stocks) and fixed income securities, mutual funds, ETFs, ETNs, private funds, and unaffiliated sub-advisors, on a discretionary and non-discretionary basis.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 +
2003

Political Donations

$1,000
2008
The Democratic Senatorial Campaign Committee is the only organization solely dedicated to electing a Democratic Senate. From grassroots organizing to candidate recruitment to providing campaign funds for tight races, the DSCC is working hard all year, every year to elect Democrats – and give President Obama the help he needs on Capitol Hill to move our country forward.
$500
2008
Former President of United States
$250
2005
The Democratic Senatorial Campaign Committee is the only organization solely dedicated to electing a Democratic Senate. From grassroots organizing to candidate recruitment to providing campaign funds for tight races, the DSCC is working hard all year, every year to elect Democrats – and give President Obama the help he needs on Capitol Hill to move our country forward.
$250
2004
Member-Development Commission at Chicago Symphony Orchestra Association

Awards & Honors

2009
Wealth Manager Magazine - Top 50 Women in Wealth Management
2008
Wealth Manager Magazine - Top 50 Women in Wealth Management
Professional Certification
CPA (Certified Public Accountant)

Other Affiliations

Marita Agnes Sullivan is affiliated with JMG Financial Group Ltd., Arthur Young & Co., JMG Financial Group Ltd..

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