Richard Mullaney, CFP®Assistant Director Wealth Advisor Wealth Management & Trust New England
Richard Mullaney works with successful individuals and families to help them manage and protect their assets. He specializes in investment management and financial planning, to lead each client down the path towards their financial success. Mr. Mullaney also collaborates with his BPW colleagues, and his clients’ external advisors, to provide holistic advice and guidance.
Prior to his role as a Wealth Advisor, Mr. Mullaney worked with BPW’s clients as a Wealth Advisor Associate in charge of supporting Senior Wealth Advisors, and solving complex operational issues for his clients. Mr. Mullaney has also managed deposit relationships, as a client service representative at the firm’s partner Boston Private Bank.
Mr. Mullaney received a bachelor’s degree in mathematics from the University of Connecticut, and a MBA from the New England College of Business. He also holds the Certified Financial Planner™ professional designation.