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Brendan Mulhearn

Advisor

CPA, CFP®

Brendan Mulhearn understands that everyone’s financial life and relationship with money is unique, and he enjoys learning about the specific goals of each client as an Advisor on the Berry Machnowski Team. He also brings an analytical viewpoint to the team with an MS in Accounting/MBA from Northeastern University and B.S. in Biochemistry from Loyola University Maryland.

Brendan began his professional career as an auditor at Ernst & Young in the commercial practice and later worked as an accountant at Constitution Capital Partners, a private equity firm. He currently holds a CPA license, which he earned during his time at Constitution Capital Partners, and a CERTIFIED FINANCIAL PLANNER® designation.

Brendan resides with his wife and son in Worcester, MA. He grew up on Cape Cod, which led to an appreciation of the beach during all seasons. His hobbies include anything that involves being outdoors: hiking, running, snowboarding, golf, and tennis.

  • CERTIFIED FINANCIAL PLANNER®

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Monthly Recap – July 2026

Monthly Recap – July 2026

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July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

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Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

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By Benjamin Trujillo and Elizabeth Sheehan  For most ultra-high net worth (UHNW) families, the questio...

How to Build a Philanthropic Mission Statement That Reflects Your Focus

How to Build a Philanthropic Mission Statement That Reflects Your Focus

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Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

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