Paul Mulholland has worked professionally for over 30 years helping clients map their financial futures as a Trust Officer, Financial Planner, and Investment Manager. Paul has provided investment management, retirement and income planning, education planning, estate planning, and gifting assets to family and charities in the Philadelphia area with The Vanguard Group and BNY/Mellon. Along with pursuing educating the next generation in areas related to business, finance and investments, Paul is building a small financial planning business with the Private Advisor Group in the area. Paul is currently a CFP® with the Certified Financial Planner Board of Standards, and has held the Certified Trust and Fiduciary Advisory designation while at Vanguard.

Education:

MBA in Finance, Temple University, Philadelphia, PA
BS in Accounting, Economics, Minor in Business Administration, Eastern University, St Davids, PA

Courses Taught:

BUS 481 Investing
BUS 102 Introduction to Business
BUS 103 Information Systems for Business