Kelly B. Sullivan, CFA, CFP
Mr. Sullivan joined WT • DunckerStreett in February 1993. Since 1974 he has been employed in financial, investment banking, and investment advisory positions. From 1985 to 1992 he was managing director of a regional investment banking firm, specializing in raising capital for and providing advisory services to a variety of public and private sector clients. From 1974 to 1985 he was involved in commercial banking, financial consulting, and corporate finance. Mr. Sullivan graduated from Harvard College (A.B., 1971) and received his MBA from St. Louis University (1978). He is a Chartered Financial Analyst and Certified Financial Planner™ and has held various professional accreditations in management accounting and securities brokerage. Mr. Sullivan served in the Peace Corps from 1971 to 1974.

John R. Moulton, Jr., CFA, CFP
Having been in the investment business since 1980, Mr. Moulton was employed as a financial advisor with a major securities brokerage firm; a portfolio manager with an investment management firm which he cofounded; and with Maguire Investment Advisors, until he joined WT • DunckerStreett in 1996. Mr. Moulton attended St. Lawrence University and graduated from the University of Oregon (B.S., 1978). He pursued gradate business studies at the University of Oregon and St. Louis University and has earned professional certification as a Chartered Financial Analyst and as a Certified Financial Planner.