Mr. Mutch has close to 20 years of experience providing integrated tax and wealth management services to high net worth clients, including preparing customized analyses to facilitate recommendations. He has 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 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 supports many charitable causes and is a member of the Board of Overseers for the USS Constitution Museum.
Wealth Management Experience: 20 Years
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