Cole Sullivan serves as the Chief Investment & Research Officer for Apex Heritage Group and joined in 2020.
Mr. Sullivan is responsible for Apex’s public and private investments, including sponsored funds and other direct investments, and works directly with Mr. Madden and the Apex team. In addition, Mr. Sullivan is responsible for investment due diligence and monitoring, leading and implementing portfolio strategy and monitoring and assessing risk across the portfolio holdings. Along with the investment side, Mr. Sullivan also works closely with Apex portfolio companies and Apex management on strategy as well as forecasting, research, and macro trends.
Mr. Sullivan’s background is primarily in equity research, where he spent over 14 years at Wall Street firms covering the oil services and equipment sector of the energy industry, providing macro and company-specific forecasts and analysis for institutional investors. He started his research analyst career at Oppenheimer & Company and spent five years at Jefferies & Company, two years at ISI Group (now part of Evercore) and most recently over five years at Wells Fargo Securities, where he was a Director and Senior Equity Analyst responsible for the lead coverage of offshore drilling, offshore supply vessel, capital equipment and service companies. Prior to equity research, Mr. Sullivan spent over three years in corporate banking and public finance at Hibernia Bank (now part of Capital One Bank).
Mr. Sullivan received both his BS in Construction Management and his MBA in Finance from Louisiana State University. He is also a CFA Charterholder and held multiple securities licenses (7, 63, 86 and 87) in his prior role.
Mr. Sullivan is married with three children and lives in Houston. He enjoys exercising and focuses his free time with his family as well as outdoors hiking, hunting and fishing.
- Theodore Roosevelt
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