Rich Mullen

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Richard-Mullen

Rich Mullen

Founding Partner
Chief Executive Officer

Rich co-founded Pallas Capital Advisors with decades of experience managing all aspects of wealth for high net worth individuals. He is responsible for advising high net worth families, corporate executives, and business owners on the complexities of their financial health and legacies. Additionally, he oversees the investment management team, helping to construct portfolios and drive the firms’ investment philosophy.

For more than 25 years, Rich has advised high net worth individuals and families in the areas of financial planning, estate and tax planning, investment management, and portfolio construction. Before Rich opened Pallas Capital, he was with UBS Financial Services for over eight years, where he co-founded Minot Light Advisors and was responsible for all corporate financial planning engagements and worked directly alongside the portfolio management team. Prior to UBS, Rich was a Senior Vice President and Senior Portfolio Manager at Morgan Stanley. He was one of only 168 U.S.-based Investment Representatives with Morgan Stanley Private Wealth Management (PWM), the exclusive ultra-high net worth division, providing highly customized investment counsel to CEOs, entrepreneurs, executives, family offices, stewards of families, and endowments. Prior to Morgan Stanley, Rich was a Vice President of Investments at Prudential Securities. Prior to entering the financial services industry, Rich worked in the US House as a Legislative Aid to U.S. Representative Morris K. Udall and as an assistant to U.S. Presidential Candidate Bruce Babbitt.

In his free time, Rich enjoys playing golf, offshore fishing, and traveling. He is active in several local and national charities and serves on the board of a non-profit organization. He lives in Scituate, MA with his wife and three children.

Rich received his Bachelor’s Degree from the University of Arizona and his ICP from the University of Pennsylvania – the Wharton School.

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Braintree, MA

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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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