
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
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 their commercial practice and later worked as an accountant at Constitution Capital Partners – a private equity firm. He continues to hold a CPA license, which was earned during this time, and is currently working toward obtaining his 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.
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
July 8, 2025
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June 18, 2025
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