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Brokerage Firm Refugee Says Tax Optimization Is Key To Managing $3 Billion

5 0
08.10.2024

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


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