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Marita Sullivan Bio Shot

Marita Sullivan

Chairman Emeritus

When Marita reflects on her decades at JMG, she thinks fondly of the enduring relationships she built with clients and colleagues and takes pride in the firm’s consistent growth and improvement. Retiring in 2016 as the firm’s chief executive officer, Marita previously served as an advisor, vice president and chief operating officer, chief compliance officer, and president.  She was instrumental in the firm’s transition to fee-only billing and believes that JMG’s ownership structure, which encourages career development, advancement and leadership, is a distinction that adds significant value for the firm’s clients.

Although Marita misses the camaraderie and daily interactions of working at JMG, she enjoys the busy but unstructured nature of retirement. She spends her time traveling, reconnecting with old friends, and being with her four grandchildren.

Joined JMG

1987 (retired 2016)

Certifications

CPA

Degrees

Bachelor of Science in accounting – University of Illinois-Chicago

Current Boards

JMG Board of Directors – chairman emeritus, Almost Home Kids affiliated with Ann & Robert H. Lurie Children's Hospital of Chicago

“JMG’s advisors are true wealth managers who believe that financial planning is just as important as investment management.”