Brendan Rich Mulhearn

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 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

• 07/2023 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 06/2021 → 07/2023
  Constitution Capital Partners
  Andover, MA
• 09/2019 → 05/2021
  Ernst & Young
  Boston, MA
• 05/2018 → 08/2019
  Northeastern University
  Boston, MA
• 01/2018 → 05/2018
  Jeffrey A Swanson Building And Remodeling
  Brewster, MA
• 09/2017 → 12/2017
  N/A
  East Sandwich, MA
• 06/2017 → 08/2017
  Centerville Beach Association
  Centerville, MA
• 08/2013 → 05/2017
  Loyola University - Maryland
  Baltimore, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-29

Designations

• Certified Financial Planner