Steven Mula Email & Phone Number
Chief Investment Officer @ JJ Burns & Company
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Steven Mula Location
- New York, NY, US
Steven Mula Work
- 2014 -now Chief Investment Officer @
- 2012 -2013 Chief Investment Officer @ Prestige Wealth Management Group
- 2011 -2012 Director, Corporate Outreach @ Stamford CFA Society
- 2007 -2008 Director, Account Management Group @
- 2005 -2007 Vice President @ GE Asset Management
- 2000 -2005 Senior Research Analyst @
- 1998 -2000 Vice President, Portfolio Manager @
- 1995 -1998 Vice President, Manager of Finance @
- 1993 -1995 Analyst, Analytics @
Steven Mula Education
- UMass Boston
BA (Economics (degree), math, literature)
- UMass Boston
Bachelor's degree / Economics (Liberal Arts and Sciences, General Studies and Humanities)
Steven Mula Skills
- Asset Allocation
- Portfolio Management
- Investments
- Mutual Funds
- Bloomberg
- Analysis
- Product Management
- Product Development
- Fixed Income
- ETFs
- Analytics
- Salesforce.com
- Tamarac Rebalancer
- Tamarac Advisor View
- Research
- Corporate Partnerships
- Asset Management
Steven Mula Summary
- Steven Mula, based in New York, NY, US, is currently a Chief Investment Officer at JJ Burns & Company. Steven Mula brings experience from previous roles at Prestige Wealth Management Group, Stamford CFA Society, BlackRock and GE Asset Management. Steven Mula holds a BA in Economics (degree), math, literature @ UMass Boston. With a robust skill set that includes Asset Allocation, Portfolio Management, Investments, Mutual Funds, Bloomberg and more. Steven Mula has 2 emails and 1 mobile phone numbers on RocketReach.
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Top JJ Burns & Company Employees
Steven Mula
Chief Investment Officer
New York, NY, US
JJ Burns
President and Chief Executive Officer
Melville, NY, US
Adam Kohler
Director of Financial Planning
Melville, NY, US
Ryan Boico
Assistant Portfolio Manager
New York, NY, US
Jack Stankoven
Portfolio Manager
New York, NY, US
Hanna Wohleking
Financial Paraplanner
New York, NY, US
Danielle Moss
Operations Manager
Melville, NY, US
Anamika Madan
Financial Planning Specialist
New York, NY, US
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