Michael Mullin, Cfa

Michael Mullin, Cfa Email and Phone Number

Chief Market Strategist at Claro Advisors, LLC. @ Claro Advisors, LLC.
boston, massachusetts, united states
Michael Mullin, Cfa's Location
Boston, Massachusetts, United States, United States
Michael Mullin, Cfa's Contact Details

Michael Mullin, Cfa work email

Michael Mullin, Cfa personal email

Michael Mullin, Cfa phone numbers

About Michael Mullin, Cfa

★ How I Work Professionally with YouI am a Registered Investment Advisor (RIA) providing investment management and financial planning to individuals, families, and institutions.I’ve always approached my work the same way - to exercise patience, prudence, integrity and skill in helping clients assess their financial profile, understand their risk preferences, and develop investment strategies designed to meet their long-term goals. I believe building and maintaining strong client relationships is accomplished through regular communication and periodic reviews.Specialties➢ Investment portfolio management and financial planning➢ Equities, Fixed Income, Alternative Assets➢ Financial Markets and Economic analysis➢ Chartered Financial Analyst (CFA) designation

Michael Mullin, Cfa's Current Company Details
Claro Advisors, LLC.

Claro Advisors, Llc.

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Chief Market Strategist at Claro Advisors, LLC.
boston, massachusetts, united states
Website:
claroadvisors.com
Employees:
17
Michael Mullin, Cfa Work Experience Details
  • Claro Advisors, Llc.
    Chief Market Strategist
    Claro Advisors, Llc. Dec 2016 - Present
    Greater Boston Area
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  • Mem Capital Advisors
    President
    Mem Capital Advisors Apr 2010 - Dec 2016
  • Boston Research And Management
    Portfolio Manager
    Boston Research And Management Apr 2008 - Apr 2010
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  • Jefferies & Company
    Private Client
    Jefferies & Company Apr 2007 - Apr 2008
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  • Thomas Weisel Partners
    Private Client
    Thomas Weisel Partners Aug 2005 - Apr 2007
    View
  • Bny Mellon Wealth Management
    Portfolio Manager
    Bny Mellon Wealth Management May 2003 - Aug 2005
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  • Merrill Lynch
    Assistant Vice President / Investment Advisor
    Merrill Lynch May 1997 - Apr 2002
    View

Michael Mullin, Cfa Skills

Investments Portfolio Management Bloomberg Alternative Investments Investment Management Series 7 Fixed Income Asset Management Equities Asset Allocation Mutual Funds Finance Wealth Management Financial Analysis Valuation Equity Research Financial Planning Strategic Financial Planning Financial Modeling Bonds Securities Trading Retirement Planning Mergers And Acquisitions Asset Managment Investment Banking Hedge Funds Excel

Michael Mullin, Cfa Education Details

Frequently Asked Questions about Michael Mullin, Cfa

What company does Michael Mullin, Cfa work for?

Michael Mullin, Cfa works for Claro Advisors, Llc.

What is Michael Mullin, Cfa's role at the current company?

Michael Mullin, Cfa's current role is Chief Market Strategist at Claro Advisors, LLC..

What is Michael Mullin, Cfa's email address?

Michael Mullin, Cfa's email address is me****@****hoo.com

What is Michael Mullin, Cfa's direct phone number?

Michael Mullin, Cfa's direct phone number is (617) 960*****

What schools did Michael Mullin, Cfa attend?

Michael Mullin, Cfa attended Boston College - Wallace E. Carroll Graduate School Of Management, Boston College High School, Colby College.

What skills is Michael Mullin, Cfa known for?

Michael Mullin, Cfa has skills like Investments, Portfolio Management, Bloomberg, Alternative Investments, Investment Management, Series 7, Fixed Income, Asset Management, Equities, Asset Allocation, Mutual Funds, Finance.

Who are Michael Mullin, Cfa's colleagues?

Michael Mullin, Cfa's colleagues are John Roger Smith, Yola Fox, Ryan Waxler, Isaiah Kelly, William Esslinger, Katherine Bowes, Cfp®.

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