![Brian Patrick Mulvey](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
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
Anciens postes connus de Brian Patrick Mulvey
| Sociétés | Poste | Fin |
|---|---|---|
Minot Wealth Management LLC
 Minot Wealth Management LLC Investment ManagersFinance Minot aims to maximize returns while managing risk through strategic portfolio diversification. They may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios. | Directeur Général | 01/09/2022 |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 01/04/2019 |
Formation de Brian Patrick Mulvey
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
3
Entreprises liées au 1er degré
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| Entreprise privées | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Colby College
 Colby College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Minot Wealth Management LLC
Minot Wealth Management LLC Investment ManagersFinance Minot aims to maximize returns while managing risk through strategic portfolio diversification. They may select individual stocks, mutual funds, ETFs, individual bonds, REITs, commodities, or liquid alternatives, depending on what’s best for the client’s portfolio. This investment strategy allows them to create individualized, goal-oriented portfolios. | Finance |
