About Patrick

PATRICK SULLIVAN – Managing Director of National Accounts

Patrick Sullivan is Managing Director of National Accounts for Toews Asset Management. He is responsible for managing distribution relationships as well as helping to create and execute the firm’s intermediary distribution strategy. Patrick joined Toews Asset Management in May 2022. He previously spent 11 years with PGIM Investments National Accounts Group overseeing distribution relationships in the wirehouse, bank, independent broker dealer, and investment platforms channels.

Throughout his over 25-year career in financial services, Patrick has held a variety of roles in the industry including: Managing Director, National Accounts at SEI; Vice President of RIA Business Development at Russell Investments; and Institutional Investment Officer at Hirtle Callaghan & Co. Prior to his investment career, Patrick served as a commissioned officer in the United States Marine Corps. He retired from the Marine Corps in 2016 after serving 20 years in both the active and reserve forces.

Patrick earned an MBA in Finance from Cornell University in Ithaca, NY, and a BA in Economics from Hobart College in Geneva, NY. He currently holds Series 7, Series 63, and Series 65 licenses. Patrick resides in Malvern, Pennsylvania.