Andrew Mulvey
CFA®
Director
- Shareholder
Andrew Mulvey is a Director in Client Advisory in Pathstone’s Providence, RI office. He works directly with lead advisors and clients on a variety of wealth management matters including financial planning, investment management and risk management.
Prior to Pathstone, Andrew was a Senior Investment Analyst for Rex Capital Advisors. His responsibilities included investment due diligence and analysis, portfolio management, risk management and reporting. Andrew graduated from Western New England University in 2017 and earned his Bachelor of Science in Business Administration with a concentration in Finance. Andrew holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of the CFA Society Providence. Andrew is an avid golfer and currently lives in Providence, RI with his wife Victoria.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
Group
Certification
Office
Andrew Mulvey is a Director in Client Advisory in Pathstone’s Providence, RI office. He works directly with lead advisors and clients on a variety of wealth management matters including financial planning, investment management and risk management.
Prior to Pathstone, Andrew was a Senior Investment Analyst for Rex Capital Advisors. His responsibilities included investment due diligence and analysis, portfolio management, risk management and reporting. Andrew graduated from Western New England University in 2017 and earned his Bachelor of Science in Business Administration with a concentration in Finance. Andrew holds the Chartered Financial Analyst® designation from the CFA Institute and is a member of the CFA Society Providence. Andrew is an avid golfer and currently lives in Providence, RI with his wife Victoria.
A Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.
