Investors. Collaborators.
Leaders. Captains.
Katie Sullivan
Katie is the founding partner of Light Up Capital. She is a compassionate truth teller and brings over 22 years of conversations and insights about tangible and intangible assets. She is the founder of a boutique outsourced administrative family office and has managed the flow of over $2B in financial assets.
Prior to creating Streamline Family Office, Inc. she worked for a private family, the springboard for her passion of working 'with' people of significant wealth. She has the ability to see the complexity of wealth from the smallest details to the ultimate goals.
Katie has a natural, grounded and unguarded energy that allows her to create trusted, non-judgmental connections and have an immediate impact. She sees the un-tapped potential in all directions and desires to be a catalyst to unlock the potential of the world's wealth holders to create a more profitable and inspired world. While Katie is surrounded by an incredible amount of financial capital, increasing human capital is at the core of her work.
Katie began her career at Merrill Lynch and Bainco Institutional Investors before entering the walls of private wealth. She graduated with a degree in psychology from the University of Rhode Island in 1994 where she was a Division I field hockey player & two year captain. She lives in Dover MA with her husband Dan and their four children ages 15, 13, 12 &11. Katie loves to be pushed outside of her comfort zone, travel, read and laugh. Passion Profile: Altruist, Teacher, Transformer.