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Profile
Mr. Michael E.
Mullin, CFA MBA, is a Vice President & Wealth Manager at Claro Advisors, Inc. He focuses on constructing portfolios for individuals and families.
As a Chartered Financial Analyst 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.
Mr. Mullin has been active in the investment industry for over 20 years.
Prior to joining the firm, he 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, Mr. Mullin 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.
He 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 and Mike earned the Chartered Financial Analyst (CFA) designation in 2003.
Mike Mullin active positions
| Companies | Position | Start |
|---|---|---|
Claro Advisors LLC
 Claro Advisors LLC Investment ManagersFinance Claro advocates risk-managed diversification strategies which they believe help clients to achieve higher returns without taking on excessive risk. | Chief Investment Officer | 2016-10-31 |
Former positions of Mike Mullin
| Companies | Position | End |
|---|---|---|
Boston Research & Management, Inc.
 Boston Research & Management, Inc. Investment ManagersFinance BRM is an active manager that employ several security analysis methods, but primarily relies on fundamental analysis. Fundamental analysis involves analyzing individual companies and their industry groups, looking at such factors as the outlook for the company’s industry, the company’s financial statements, details regarding the company’s product line, and the experience and expertise of the company’s management. | Analyst-Equity | 2009-12-30 |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Corporate Officer/Principal | - |
Merrill Lynch & Co., Inc.
 Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Mellon Financial Corp.
 Mellon Financial Corp. Investment ManagersFinance Provides financial services | Corporate Officer/Principal | - |
Training of Mike Mullin
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
3
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Provides financial services | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Regional BanksFinance SSBT’s Fund aims to gain exposure to the price of bitcoin, less expenses and liabilities of their operations. In seeking to achieve its investment objective, the Fund will hold bitcoin and will value its Shares daily based on the CME CF Bitcoin Reference Rate – New York Variant, which is an independently calculated value based on an aggregation of executed trade flow of major bitcoin spot platforms. | Finance |
Boston Research & Management, Inc.
Boston Research & Management, Inc. Investment ManagersFinance BRM is an active manager that employ several security analysis methods, but primarily relies on fundamental analysis. Fundamental analysis involves analyzing individual companies and their industry groups, looking at such factors as the outlook for the company’s industry, the company’s financial statements, details regarding the company’s product line, and the experience and expertise of the company’s management. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch & Co., Inc.
Merrill Lynch & Co., Inc. Investment ManagersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Claro Advisors LLC
Claro Advisors LLC Investment ManagersFinance Claro advocates risk-managed diversification strategies which they believe help clients to achieve higher returns without taking on excessive risk. | Finance |
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