Glen Mulligan holds the Chartered Financial Analyst designation bringing extensive expertise in investment management, financial analysis, and portfolio strategy. With over 25 years of experience in the financial marketplace, Glen is known for delivering strategic investment guidance and tailored financial solutions. His client-centric approach, combined with a strong foundation in ethical and analytical standards, has earned him a reputation for trust, performance, and long-term client success.
Glen's financial career commenced in 1997 at Merrill Lynch, where he started on the floor of the New York Stock Exchange and was quickly promoted to the trading desk as a position trader in the industrial sector. In 2008, he moved to Deutsche Bank, further honing his skills in the industrial sector. By 2010, Glen had advanced to the role of trader at CLSA Americas, excelling in market analysis, risk management, and executing trades across diverse financial instruments.
In 2018, Glen joined Net Worth Management Group as Vice President, supporting the Chief Investment Officer by collaborating with individual clients to manage their financial portfolios and achieve investment objectives. Following the merger of Net Worth Management Group with The Falcon Financial Group, LLC in 2024, Glen continues to provide insightful financial advice to a wide range of clients, including high-net-worth individuals, institutional investors, and corporate entities.
Glen earned his degree in Finance and Accounting from Gettysburg College. Outside his professional endeavors, he enjoys spending quality time with his three children. Additionally, Glen is a passionate and skilled guitar player with over 25 years of experience in the music industry. He is a member of two bands known for their dynamic playing style and versatility. Alongside his performance career, Glen is a dedicated music educator, sharing his knowledge and passion with aspiring guitarists.