About Raymond Mullaney

Raymond Mullaney began his career in this industry in 1976 as an entrepreneur and started his first SEC registered investment advisory firm in 1980.  He has over thirty years of experience in the financial services industry including research analysis, stock selection, trading, investment strategy development, and portfolio management. Mr. Mullaney served as a delegate to The White House Conference on Small Business from Massachusetts and his work has been featured in The New York Times, The Boston Globe, USA Today, The Wall Street Journal and many other publications.  In 1977, Mr. Mullaney earned an MSW from Stony Brook University.

Notable accomplishments:

Mullaney predicted the market crash of 1987 and the burst of the market bubble of recent years
In August 1986, Mr. Mullaney warned that growing economic imbalances and equity overvaluations would lead to a serious stock market decline. He spoke on national television, local radio & TV, and to business and civic groups. In 1987, one year later, the market crashed.

In 1998 and again in 2000, Mr. Mullaney wrote and spoke very negatively about the market and the economy. This time, his heterodoxy was not so welcome - Wall Street had won the hearts and minds of all investors. In recent years, investors lost over $5 trillion in the market.

Before any newspaper, Mullaney informed the Securities Exchange Commission of serious “Misleading Earnings”
From late 1990s, almost every Wall Street “analyst” and investment advisor was bullish on GE & Cisco. Mr. Mullaney’s research, however, uncovered disturbing facts about the two companies. He was perhaps the only analyst who considered these companies junk. After months of research, on September 29, 2000 and October 4, 2000, Mr. Mullaney provided his findings to the Senior Counsel of the Securities Exchange Commission in Washington, DC.  He alleged that both Cisco Systems and General Electric produced “misleading earnings statements”

Mullaney never compromised his beliefs or his clients’ interests
In 1998 the market was still roaring ahead. Investors were happy to trade all the cash they had for stock certificates of new (totally speculative) technology companies. Mr. Mullaney wouldn’t buy any technology stocks. He said they were all “junk and grossly over-valued”.

In July 2000, Mr. Mullaney founded Conservative Financial Counselors, LLC in Annapolis MD, he moved to Connecticut and changed the name to Mullaney Management & Trust LLC

We know of no investment advisor with a longer public record of protecting client assets.  For the period ending 6/30/09 the average client returns for Mullaney Trust have been: 1 year: +5.85%*,  3 years +8.10%*, and 5years: +9.49%  (*see disclosures on the website)