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Richard Mullaney works with successful individuals and families to help them manage and protect their assets. He specializes in investment management and financial planning, to lead each client down the path towards their financial success. Mr. Mullaney also collaborates with his SVB Private colleagues, and his clients’ external advisors, to provide holistic advice and guidance.
Prior to his role as a Private Wealth Advisor, Mr. Mullaney worked with SVB Private clients as a Wealth Advisor Associate in charge of supporting Senior Wealth Advisors, and solving complex operational issues for his clients. Mr. Mullaney has also managed deposit relationships, as a client service representative at the firm’s partner SVB Private Bank.
Mr. Mullaney received a bachelor’s degree in mathematics from the University of Connecticut, and a MBA from the New England College of Business. He also holds the Certified Financial PlannerTM professional designation.
The person named an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser). adviserinfo.sec.gov
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