Michael Mullin | CFA

Financial Advisor

Michael Mullin is a Financial Advisor with Claro Advisors where he focuses on constructing portfolios for individuals and families. As a Chartered Financial Analyst® (CFA) part of his investment process includes conducting in-depth macroeconomic research to ensure that his clients’ portfolios align with an ever-changing global landscape. Mike also serves as Claro's Chief Market Strategist and leads the firm's Investment and Due Diligence Committee.

Mike 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 has been active in the investment industry for over 20 years. Mike 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. Prior to joining Claro, 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, Mike 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.

Mike is a member of the Quincy Board of the South Shore YMCA and is also a member of the SSYMCA Finance and Investment committees. He is an active volunteer with the Angel Fund and the MDA, charitable organizations focused on the fight against ALS (Lou Gehrig’s Disease). He has completed three Boston Marathons to raise money towards ALS research.

Mike currently lives in Quincy, MA with his wife Ann and three children. He is co-chair of the Financial Literacy Initiative with CFA Boston, and is a member of the Boston Economic Club. He enjoys spending time with his family, coaching his kids’ sports teams, golf, exercise and reading.

Claro Advisors, LLC
185 Dartmouth St., 6th Floor
Boston, MA 02116

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  • Phone:
    (617) 379-3270
  • Toll Free:
    (800) 604-2838
  • Fax:

    (866) 920-4359

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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