Hyperion Wealth Management is a registered investment advisor with the state of Florida. We are an independent boutique asset management firm that specializes in providing custom-tailored financial advisory services. Long term client relationships stand at the forefront of our investment process, as we are focused and determined on maximizing after tax, after fee, risk adjusted returns.
We are committed to the development of a clear and concise investment plan uniquely implemented to withstand the ever changing economic environment. At Hyperion our goal is to help clients enjoy their wealth for generations.
“We measure success through the achievement of efficient and profitable transition of wealth.”
Mr. Sullivan is an Investment Advisor Representative of Hyperion Wealth Management and serves as the firm’s Portfolio Manager. Since 2015, Mr. Sullivan has been an Owner and Operator of Hyperion Wealth Management. He has concentrated experience in portfolio construction, risk management, equity, futures, and derivatives trading with experience in managed futures. Mr. Sullivan previously worked as a Private Wealth Manager from 2007 to 2011 with Morgan Stanley and with Merrill Lynch. Mr. Sullivan holds Series 3, 4, 7, 24, 30, 31, 66, 215 securities licenses. Mr. Sullivan has earned the following designations: Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC). As of April, 2016 Mr. Sullivan completed the Chartered Market Technician (CMT) program. Mr. Sullivan has a B.A. from Emory University in History and English with a minor in Music and Micro-Economics.
Mr. Rosen is an Investment Advisor Representative. Since 2015, Mr. Rosen has been an owner and operator of Hyperion Wealth Management. He has concentrate experience in equity and equity derivatives trading, research and analytics, and risk management. Mr. Rosen served as office manager with Dewitt Law Firm PA from 2008 to 2011 and has experience in business management, accounting, and cash flow management. Mr. Rosen holds Series 7 and Series 66 securities licenses. Mr. Rosen earned a B.A. from Rollins College in Economics with a minor in Business Administration and an AA degree from Santa Fe College in Business Administration.