Colby Mullen

Client Service Associate

Colby Mullen brings a well-rounded foundation in both wealth management and institutional finance to his role as Client Service Associate at Pallas Capital Advisors. In this role, Colby supports clients on a day-to-day basis and helps manage client relationships. He serves as a liaison between clients and their advisors, coordinating communication and ensuring that client needs and requests are effectively communicated across their advisory team and other professionals.

He first joined the firm as a Wealth Management Intern, where he conducted research across equities, fixed income, and alternative assets, supported the team’s weekly market presentations, and helped build case studies illustrating long-term financial planning strategies. He also contributed to the firm’s marketing efforts, helping communicate investment insights to clients and prospects.

Prior to rejoining Pallas, Colby worked at U.S. Bank as a Collateralized Debt Obligation Portfolio Administrator II, where he managed loan trade settlements, wire processing, and cash reconciliation within a private credit operations environment.

Colby holds a degree in Economics with a minor in Business from the Isenberg School of Management at the University of Massachusetts Amherst. He has completed the FINRA Securities Industry Essentials (SIE) exam and the Bloomberg Finance Fundamentals and Market Concepts certifications.

Originally from Scituate, MA, Colby currently lives in South Boston. He enjoys cooking, fishing, being with family and friends, traveling, and following Boston sports.

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Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Park Ridge, NJ

1 Maynard Drive
Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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