
Monthly Recap – July 2026
August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...


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.
Dive into the latest insights from our expert team with our personal touch.

August 12, 2026
July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

August 12, 2026
Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the questio...