John Cullinan
Managing Partner - Senior Portfolio Manager
John F. Cullinan is one of the founding Managing Partners of The Cullinan and Travaglianti Group, a Family Wealth Management Office and an affiliate of LPL Financial. John began his financial career in the Merrill Lynch Investment Advisor Program in 1995. John was handpicked from the program by a seasoned Investment Advisor Team, where he served as a Investment Advisor for almost fifteen years. During that time, John helped clients and their families reach their goals and objectives through the turbulent markets of the early and late 2000's. In 2014, John was hired as the Senior Investment Advisor for the TD Private Client Group, and he served in that role for five years.
John is a qualified Portfolio Manager who excels at managing risk for his clients. He strives to help each client reach their goals and objectives by understanding all aspects of the client's financial picture. He holds his Series 7 and 66 designations, as well as his New York State Life, Accident and Health Insurance License.
John is also highly involved in his hometown community of Massapequa, where he resides with his wife Karen, and their three children John, Ryan and Shaylin. He enjoys coaching his children in various sports, is active in governing St. Rose CYO, and an avid golfer.
Business Experience
- Merrill Lynch, New York, NY- June 1995-December 1997, Investment Advisor Program
- Merrill Lynch, New York, NY-January 1998-February 2014, Investment Advisor
- TD Private Client Group, Melville, NY, February 2014-January 2019, Senior Investment Advisor
- The Cullinan and Travaglianti Group, Holbrook, NY, January 2019-Present, Managing Partner
Education
- St Anthony's High School, Huntington, NY, September 1987-June 1991
- Marist College, Poughkeepsie, NY, September 1991-May 1995