Financial Planner, First Republic Investment Management
East CoastPaul Mutch is the Managing Director of Financial Planning at First Republic Investment Management in Boston.
Mr. Mutch has close to 20 years of experience providing comprehensive tax, fiduciary and wealth management services and advice to high-net-worth individuals, families, corporate executives and closely held business owners by emphasizing on highly customized analyses to facilitate recommendations. Mr. Mutch has also conducted numerous seminars and has lectured at CPA continuing professional education courses on a variety of tax and wealth management topics.
Prior to joining First Republic in 2014, Mr. Mutch was with the Wealth Advisory Services Group at Wilmington Trust, the Wealth Management Group at Vitale, Caturano & Company, and the Personal Financial Services Group at Ernst & Young, LLP.
Mr. Mutch holds a Masters of Laws degree in Taxation from Boston University, a Juris Doctor degree from the New England School of Law, and a bachelor’s degree in Business Administration, with a concentration in Accounting and a minor in Economics, from Salem State College. He is a member of the Massachusetts Bar Association and the Boston Estate Planning Council and holds the designations of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU).
Mr. Mutch served on active duty in the United States Marine Corps from 1981 – 1987. He joined the Marine Corps Reserve in 1991 and retired as a Sergeant Major in 2014. He is a member of the Board of Trustees for the USS Constitution Museum and serves on the Board for Belmont Youth Baseball.
Wealth Management Experience: 20 Years
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