Carey D. Sullivan

Co-Founder and CIO

Carey D. Sullivan is the Co-Founder and Chief Investment Officer of Five Peaks Capital Group since 2011. Carey creates and manages customized holistic financial plans for his clients and takes the responsibility of making sure those plans are implemented and updated on a regular basis for C-Suite Executives and Business Owners.

As part of his role as Chief Investment Officer, Carey is responsible is setting the firms asset allocation framework. He is responsible for manager due diligence-> interviewing managers to be placed on the firms buy and sell list. He also creates the Investment Policy Statements for each firm client.

As a fiduciary in his investment advisory work, Carey helps his clients through a variety of complex tax, financial and market changes as well as complex personal, business and estate planning goals. Everything he does is based in the firms Five Tenets of Performance, Discipline, Diligence, Trust and Respect.

Before Co-Founding Five Peaks Capital in 2011, Carey began his financial planning career as an agent of New York Life in 2009 after being laid off from Countrywide Bank in the 2008-2009 financial crisis. In seeing the financial mistakes of people close to him during this time he decided to embark on his own career in helping people reach their financial goals. Carey is currently taking graduate level financial courses to further his education and training in the field.

Carey is involved in the community by coaching his son Carson’ soccer team. He is involved with the Denver Rescue Mission in helping the homeless people in the Denver Metro Area and with MaxFund which is a no-kill animal shelter based in Denver.

When Carey isn’t planning for his clients’ future you can find him spending time with his wife Leah, and their two kids Sloan and Carson. They enjoy spending time at their mountain home in Silverthorne, Co. His main interests are playing golf, he has tied the course record at Lakewood Country Club with a score of 62. He has finished 2nd in the Men’s Club Championship twice and 2nd in the Men’s Match Play Championship once. Carey has also been a member of Lakewood’s Schrepferman Cup team since 2016.