Growing at a controlled, sustainable pace from a one-man startup into a vibrant partnership with clients nationwide, Mullaney, Keating & Wright has been delivering expert, fee-only financial services for over 22 years.
In 1994, Tom Mullaney founded Mullaney & Associates after leaving Shawmut Bank to follow his dream of being an independent investment advisor. Success soon brought Fred Keating and then Forrest Wright to the firm and it took on its current name.
In 1996 client assets surpassed the significant $25 million mark and the firm joined the more exclusive ranks of Securities and Exchange Commission (SEC) Registered Investment Advisors. The next year client assets doubled, surpassing the $50 million mark.
In 1998 Tony Lynch joined the firm. Client assets doubled again, surpassing $100 million and the firm became one of the larger investment management firms in the Hartford area.
The firm suffered an unexpected blow when Fred Keating passed away in 2002, but transitioned smoothly with the addition of Fran Carpentier in 2003.
In 2004, client assets doubled again, crossing the $200 million mark. Forrest Wright retired.
Today, with nearly 200 clients and over $275 million in client assets, we believe that Mullaney, Keating & Wright enjoys a well-earned position among the finest investment firms in New England.