Bob Mulholland

Mulholland is a long-time financial veteran with more than thirty-six years of experience in the industry. He spent twenty-five years at Merrill Lynch, starting as an advisor and then eventually becoming Head of Merrill Lynch’s Client Relationship Group, encompassing 14,400 advisors in North and South America. Bob spent five years as President of Sound Securities, LLC, an execution-only broker/dealer. He would go on to transition to UBS in 2009, where he served as Head of The Wealth Management Advisor Group. In that role he oversaw nearly 7,000 advisors, including UBS’ investment products and services platform, and was instrumental in the revival and turnaround at UBS. He retired from the firm in 2015. Mr. Mulholland is a graduate of Lehigh University and completed the Advanced Management Program at Harvard University.