Ryan Sullivan is a vice president of applied insights for Hartford Funds. He leads communication workshops around the country and speaks on a variety of financial and practice management topics, with a focus on retirement research from the MIT AgeLab. To date, Ryan has provided insights to audiences in 46 states and Puerto Rico, as well as led hundreds of webinars.

Ryan originally joined Hartford Funds in 1996, holding various roles of increasing responsibility. He left the company in 2012 as a vice president of advanced markets. Prior to rejoining Hartford Funds, Ryan founded a business to coach professionals on public speaking and effective communication. He was later hired by his largest client, financial-planning software company Envestnet MoneyGuide, where he was vice president and head of investor education.

In addition to his role at Hartford Funds, Ryan volunteers his time and communication expertise to help others. Since 2012, he’s led communication workshops at UNC Charlotte’s Center for Leadership and Community Engagement. He’s also a certified facilitator for TimeSlipsTM, a program through which he leads interactive storytelling sessions for people living with Alzheimer’s and dementia. In addition, he leads communication workshops through Charlotte Family Housing to help empower working families experiencing homelessness to achieve self-sufficiency. Ryan also serves on Hartford Funds’ Diversity, Equity and Inclusion advisory council.

Ryan is a registered representative of Hartford Funds Distributors, LLC, and is FINRA Series 7 and 63 registered. He holds his Life, Health, and Variable Products licenses and has earned the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), and Chartered Mutual Fund Counselor (CMFC®) designations. He’s also a Fellow of LOMA’s® Life Management Institute. 

Originally from Hartford, Connecticut, Ryan attended Bucknell University, where he earned a bachelor’s degree in business administration. He currently lives in Charlotte, North Carolina, with his wife, Katie.

Years of industry experience: 23 ; Years with firm: 16

Andy has over 23 years’ experience in the Financial Services industry, focusing on Operations and Transfer Agency. At Voya Investment

Management, Andy and his team are responsible for the day to day operations of the Retail Funds, 529 Plans and Institutional Businesses, including

trading, agreements and commissions, back office interactions and overall Transfer Agency responsibility.

Prior to joining Voya Investment Management in 2004 (and for over 5 years), Andy managed the Voya (then ING Funds) relationship at DST Systems.

Jack is a Managing Director in State Street’s Global Product Organization. He is the global Product Owner of Financial Reporting and is responsible for product commercialization, technology strategy and deployment, and execution against product roadmaps.

He has over 25 years of industry experience, 15 of which have been at State Street. Prior to joining State Street, Jack held a variety of operational and project management roles and DWS and IBT.