Mike Mullin
Directeur en chef des Investissements chez Claro Advisors LLC
Profil
Mr. Michael E.
Mullin, CFA MBA, is a Financial Advisor at Claro Advisors LLC.
He is also the firm's Chief Investment Officer and focuses on constructing portfolios for individuals and families.
Part of his investment process includes conducting in-depth macroeconomic research to ensure that his clients’ portfolios align with an ever-changing global landscape.
He also serves as Claro's Chief Market Strategist and leads the firm's Investment and Due Diligence Committee.
He has been active in the investment industry for over 20 years.
Prior to joining Claro, Mr. Mullin founded MEM Capital Advisors, a Registered Investment Advisor in Quincy, MA providing comprehensive portfolio management to individuals, families, businesses, and nonprofit organizations.
Before forming MEM in 2011, he managed portfolios at Boston Research & Management where he also contributed to the firm’s investment committee and quarterly newsletter.
Prior to that, he served as a Portfolio Manager both at Jefferies and BNY Mellon.
He began his career as an Advisor at Merrill Lynch.
Mr. Mullin obtained an MBA and an MS in Finance from the Carroll School of Management at Boston College, as well as an Economics degree from Colby College.
He earned the Chartered Financial Analyst (CFA) designation in 2003 and is a member of the Chartered Financial Analyst Institute (CFAI) and the Boston Security Analysts Society (BSAS), where he serves as a member of the Strategist & Economist Committee.
Mr. Mullin is a member of the Quincy Board of the South Shore YMCA and is also a member of the SSYMCA Finance and Investment committees.
Postes actifs de Mike Mullin
| Sociétés | Poste | Début |
|---|---|---|
Claro Advisors LLC
 Claro Advisors LLC Investment ManagersFinance Claro Advisors LLC (Claro) is an independent SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Ryan Belanger in 2012. Claro offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. | Directeur en chef des Investissements | 01/11/2016 |
Anciens postes connus de Mike Mullin
| Sociétés | Poste | Fin |
|---|---|---|
Boston Research & Management, Inc.
 Boston Research & Management, Inc. Investment ManagersFinance Boston Research & Management, Inc. (BRM) is an independent registered investment advisor headquartered in Manchester, Massachusetts. The firm was founded by Raymond J. Stecker, Jr. and Steven M. Graziano in 1991. BRM provides investment advisory services for individuals, high net-worth individuals, trusts, estates, retirements plans, charitable organizations and other business entities. | Analyst-Equity | 31/12/2009 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Mellon Financial Corp.
 Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Corporate Officer/Principal | - |
Formation de Mike Mullin
| Boston College | Graduate Degree |
| Colby College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Boston Research & Management, Inc.
Boston Research & Management, Inc. Investment ManagersFinance Boston Research & Management, Inc. (BRM) is an independent registered investment advisor headquartered in Manchester, Massachusetts. The firm was founded by Raymond J. Stecker, Jr. and Steven M. Graziano in 1991. BRM provides investment advisory services for individuals, high net-worth individuals, trusts, estates, retirements plans, charitable organizations and other business entities. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
Claro Advisors LLC
Claro Advisors LLC Investment ManagersFinance Claro Advisors LLC (Claro) is an independent SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Ryan Belanger in 2012. Claro offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. | Finance |
