Mark Thomas Mulvoy

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 04/2017
  First Republic Investment Management
  New York, NY
• 09/2015 → 04/2017
  First Republic Securities Company
  New York, NY
• 04/2017 → 04/2023
  First Republic Securities Company, Llc
  Greenwich, CT
• 04/2017 → 04/2023
  First Republic Investment Management, Inc.
  Greenwich, CT
• 04/2023 → Present
  Cresset Asset Management, Llc
  Greenwich, CT

Previous Registrations

• 2015-09-30 → 2023-05-17
  J.P. Morgan Private Wealth Advisors Llc
  New York, NY
  San Francisco, CA
  New York, NY
  Greenwich, CT
  Greenwich, CT
• 2010-04-01 → 2015-10-01
  Constellation Wealth Advisors Llc
  New York, NY
• 2008-02-27 → 2010-02-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

As of June 2025, Mr. Mulvoy serves as Manager to a client-owned LLC. This endeavor is not investment related. Mr. Mulvoy spends approximately 1-5 hours per month on this endeavor and receives no compensation.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-25

Other Names

• Mark Thomas Mulvoy
• Mark Mulvoy
• Duke Mulvoy