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Senior Relationship Manager
Rich Mullaney is a senior relationship manager with CIBC Private Wealth’s Boston office, with over 10 years of industry experience. In this role, he develops and implements wealth management and investment solutions for high net worth families, foundations and endowments. Rich works directly with clients to create and manage comprehensive financial and estate plans to help them achieve their ultimate wealth goals and objectives. Prior to joining CIBC, Rich served in senior roles at SVB and Boston Private, where he acquired extensive investment knowledge and collaborated with dedicated teams to develop powerful, and lasting relationships with businesses, families and individuals. Outside of the office, Rich spends a majority of his time with friends and family, especially his wife, Emily, and their two young children, Ellie and Sam. Rich earned a Bachelor of Arts degree in mathematics from the University of Connecticut, and a Masters in Business Administration from the New England College of Business. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
