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Jack Mullen

Vice President, Private Wealth Advisor

Jack Mullen is a Senior Vice President and Private Wealth Advisor at Merrill Private Wealth Management, where he leads the CKWM Group, a team that manages over $8 billion in assets for ultra-high-net-worth families and entrepreneurs. His focus is on helping clients navigate the complexities of wealth management, particularly those in sectors like technology, logistics, healthcare, and real estate. Mullen has over a decade of experience in the financial services industry, having previously worked at UBS and Morgan Stanley before joining Merrill in June 2017.12

Professional Background

  • Current Position: Senior Vice President, Private Wealth Advisor at Merrill Private Wealth Management since June 2017.
  • Previous Positions:
    • UBS Financial Services (July 2015 - June 2017)
    • Morgan Stanley (June 2013 - July 2015)

Education

  • Bachelor's Degree from Auburn University (2010 - 2013).

Achievements

Mullen has been recognized multiple times by Forbes as one of "America's Top Next-Generation Wealth Advisors" and as part of the "Best-in-State Wealth Management Teams" list.12 These accolades reflect his commitment to providing personalized wealth management services aimed at achieving clients' financial goals.

Client Focus

Jack Mullen specializes in advising first-generation Americans and families looking to build and sustain their wealth, ensuring they can pursue their personal and financial aspirations effectively.1

Highlights

Aug 29 · pbig.ml.com
Merrill Private Wealth Management - Wealth Management Services
Mar 1 · advisor.ml.com
The CKWM Group, Financial Advisors in Chicago, IL 60606 | Merrill
The CKWM Group, Financial Advisors in Chicago, IL 60606 | Merrill
Feb 6 · indyfin.com
Jack Mullen - Indyfin

Related Questions

What specific strategies does Jack Mullen use to advise ultra-high-net-worth entrepreneurs?
How has Jack Mullen's experience at UBS and Morgan Stanley influenced his approach at Merrill Private Wealth Management?
What are some notable achievements of the CKWM Group under Jack Mullen's leadership?
How does Jack Mullen cater to the unique needs of first-generation American entrepreneurs?
What awards and recognitions has Jack Mullen received in his career?
Jack Mullen
Jack Mullen, photo 1
Jack Mullen, photo 2
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Location

Greater Chicago Area