Brokerage Firm Refugee Says Tax Optimization Is Key To Managing $3 Billion
Rich Mullen
Firm: Pallas Capital Advisors
Name: Rich Mullen
Location: Braintree, MA
Team Custodied Assets: $3.2 billion
Forbes Rankings: America’s Top RIA Firms
Background: Rich Mullen grew up in the Farmington Valley area of Connecticut, and graduated from University of Arizona in 1988. He planned to go to law school but after a chance meeting with an old friend working at Lehman Brothers Mullen decided to become a broker, starting at Prudential in 1993 and eventually met one of his current managing partners, Charles Evangelakos. They left to Morgan Stanley in 1999, where they met Pallas’ other managing partner, Greg Boyle, before the three moved to UBS in 2011. Eight years later, they went independent and founded Pallas. Today the firm numbers 33 employees across four........
© Forbes
visit website