Mary B. Mullin
Mary leads a nine-person goals-based wealth management team dedicated to serving a select number of ultra-high-net-worth families, business owners, family offices, foundations, and endowments.
Using a comprehensive approach to planning and investment advice guidance, the team provides customized strategies to help clients achieve their goals.
As part of the firm’s belief in the value of advanced training to better serve clients, Mary has pursued many advanced designations and certifications. She has been recognized by both Forbes and Barron’s as a Top Financial Advisor for many years. Mary credits her parents for her dedicated work ethic and caring nature which are two of the many reasons several client relationships span two, three, or four generations of a family.
Originally from Long Island, Mary has called the Boston area, where she raised her four children, Brendan, Patrick, Megan, and Erin, home for over 40 years. She is proud of her Irish heritage and is named after her two grandmothers, Mary McNamee Tully (her family arrived in the US in the mid-1800’s) and Brigid Garrahan Hunt (who arrived in NY from Roscommon as a teenager).