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Todd J. Mulligan, CFP®, CFA, CAIA

Todd Mulligan is a Senior Vice President, Portfolio Management Director and Financial Advisor in the great Boston area. Todd focuses on creating and implementing comprehensive financial plans and investment strategies for high net-worth individuals and families. Working with his clients and other subject matter experts Todd helps to coordinate clients’ toughest financial decisions.

Todd holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations, as well as the Chartered Alternative Investment Analyst designation. These advanced certifications help provide insight to a wide variety of client concerns.

In addition to his financial planning practice, Todd has been teaching the Investment Planning course at Boston University since 2016. He has also served as a Content Editor for Wiley and Sons publishing company on various financial planning topics focused on portfolio construction and investment management. Most recently, Todd was asked to serve as a volunteer on a Global Private Wealth Management panel for CFA Institute where he is shaping Wealth Planning topics that will be covered on future CFA exams.

Todd lives in Medfield, MA with his wife Jessica and children Zachary and Emilia. Outside of the office, Todd enjoys rooting for New England sports teams, running, reading, and time with his family. Todd graduated from Colgate University, where he played Division 1 college football.