Profiel
Mr. Brian P.
Mulvey is a Managing Partner at Minot Wealth Management LLC.
Over 25 years he has advised high net worth individuals and families in the areas of financial planning, estate and tax planning, investment management and portfolio construction.
He is a trusted, independent fiduciary advisor, who helps clients achieve their financial goals and establish a lasting legacy.
He began his financial advisory career in 1992.
Prior to Minot Wealth, he worked at Alex Brown & Sons, Deutsche Bank, and UBS.
He is a graduate of Colby College and lives in Westwood
Eerdere bekende functies van Brian Patrick Mulvey
| Bedrijven | Functie | Einde |
|---|---|---|
Minot Wealth Management LLC
 Minot Wealth Management LLC Investment ManagersFinance Minot Wealth Management LLC is a wealth management firm headquartered in Westwood, Massachusetts. The firm was founded in 2019 and was acquired by EP Wealth Advisors LLC, a subsidiary of EPWA, Inc. in 2022. Minot Wealth Management provides comprehensive wealth management to high and ultra-high net worth individuals and families. | Algemeen Directeur | 01-09-2022 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 01-04-2019 |
Opleiding van Brian Patrick Mulvey
| Colby College | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Minot Wealth Management LLC
Minot Wealth Management LLC Investment ManagersFinance Minot Wealth Management LLC is a wealth management firm headquartered in Westwood, Massachusetts. The firm was founded in 2019 and was acquired by EP Wealth Advisors LLC, a subsidiary of EPWA, Inc. in 2022. Minot Wealth Management provides comprehensive wealth management to high and ultra-high net worth individuals and families. | Finance |