M. Hannah Sullivan, CFA, CFP, Co-Founder
M. Hannah Sullivan was born and raised in Cleveland, Ohio. Ms. Sullivan received a BA in Spanish Literature from Cornell University in 1986 and an MBA from the Haas School of Business at the University of California at Berkeley in 1992. Hannah holds the Chartered Financial Analyst® (CFA®) designation and is also a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional.
Hannah brings a deep experience in financial analysis, portfolio management, private equity, venture capital, and entrepreneurship to Emerald Bay Wealth Management (EBWM). Before co-founding EBWM she spent eight years as an entrepreneur and CEO, having purchased, substantially grown, and successfully sold Tahoe Trips & Trails (TTT), an adventure-travel company specializing in high-end adventure travel.
Prior to buying TTT, Hannah was a general partner at Fremont Ventures, a venture capital firm owned by the Fremont Group, which invested in early-stage operating and technology companies. Hannah also served as a principal at Fox Paine and Company, a private equity firm focused on leveraged buyout opportunities. Before joining Fox Paine, Hannah held several positions at Robertson Stephens Investment Management, including responsibilities as a buy-side stock analyst for The Orphan Fund, a hedge fund, and for several RSIM mutual funds, culminating in being named the portfolio manager in charge of one of RSIM’s global mutual funds. Hannah began her career as an analyst for global credit and investment banking at Chase Manhattan Bank in New York City.
For nine years after receiving her MBA, she co-taught the Investment Styles & Strategies course in the MBA program at the Haas School of Business. Hannah currently serves as a board member of the Tahoe Truckee Community Foundation and chairs its Investment Committee. She also currently serves on the boards of the Humane Society of Truckee-Tahoe and Achieve Tahoe. Hannah has served on the boards of Hathaway Brown School, the Saint Francis Foundation, Cornell Outdoor Education, and the Development Council of the UC Berkeley Haas School of Business. Hannah holds the Series 65 FINRA license.