Michael Mullin is a Wealth 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.