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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®

A WEALTH OF INFORMATION

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The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

May 14, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

By Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

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