The Bigger Picture

Michael Mulcahy
Written By Michael Mulcahy, CFA®, CPWA®

Background

A little more than 10 years ago, Mike was a member of the Finance Advisory board at the Texas A&M Mays Business School. During that time, he, along with the rest of the board, envisioned and began a class that would allow freshmen and sophomores to discover various career paths in the Finance field. I was a freshman at the time, and I was actually one of the earlier class attendees for what is today, Finance 210: Opportunities in Finance. Today, that class has grown from about 10 students to over 300 students a semester! (If you have an incoming freshmen to Texas A&M interested in the finance field, I’d highly recommend the class.)

The Bigger Picture

Every semester Mike and either Kanen, Mathew or I will kick off the guest speakers for the class. We speak on the global equity markets and emerging investment trends, risk and rewards of investing, the importance of compounding, but we conclude with what I believe to be the most important lesson - “The Bigger Picture” around work and life.

Find something you love doing…

Because you will be doing it each day!

Find a group of people you like being around…

Because you will spend more time with them than your friends and family.

Don’t worry about what others are doing…

Each of us has our own skills, talents and calling. Do what you like to do and be content.

Use your business and skills to make a difference…

As you earn and grow, make sure you give back and get everyone in your company involved as well.

As for Kings Path, we exist to create joyful and confident stewards of wealth. If you, like us, are in a pursuit of joy, confidence, contentment, and generosity and are looking for a partner or guide, please reach out to Mike or myself with any questions you may have. Just like the challenging Spanish hike, the El Caminito Del Rey, life has many twists and turns - and it helps to have a guide that understands you and what you are pursuing.

Michael Mulcahy, CFA®, CPWA®

Michael serves as a Vice President of Kings Path where he provides portfolio design and planning services to help families and foundations achieve their financial and legacy goals. Michael has a passion for developing tax-saving investment and asset location strategies, consulting on the development of estate structures, building and communicating business succession plans and coordinating philanthropic projects for business owners and generous givers.

Prior to joining Kings Path, he was a Senior Investment Analyst at Salient Partners where he worked across different strategies including the following: leveraged credit, value-oriented US equities, covered call and long-short tech-sector. Additionally, Michael worked on special projects where he assisted with capital financing projects, strategic acquisitions, and business unit sales.

Michael received his bachelor’s degree in business honors and finance from Texas A&M University, graduating cum laude. He is a CFA® charterholder and a CPWA® professional through study at University of Chicago Booth School of business. He is a member of the Investments & Wealth Institute® and the CFA Society of Houston.

Michael serves on the board of Vision Inspired Foundation which he helped found in 2017. Happy to be back in his hometown, Michael lives in Sugar Land with his wife, Jordan and two daughters.

Send an email to Michael

Kings Path Partners, LLC (KPP) is an SEC-registered investment advisory business based in Sugar Land, Texas. KPP has published this article for informational purposes only. To the best of our knowledge, the material included in this article was gathered from sources KPP believes to be accurate and reliable. That noted, KPP cannot guarantee that this information is accurate and complete and cannot be held liable for any errors or omissions. Readers have the responsibility to independently confirm the information herein. KPP does not accept any liability for any loss or damage whatsoever caused in reliance upon such information. KPP provides this information with the understanding that it is not engaged in rendering legal, accounting, or tax services. In particular, none of this published material should be considered advice tailored to the needs of any specific investor. KPP recommends that all investors seek out the services of competent professionals in any of the aforementioned areas. With respect to the description of any investment strategies, simulations, or investment recommendations, KPP cannot provide any assurances that they will perform as expected and as described in this article. Past performance is not indicative of future results. Every investment program has the potential for loss as well as gain.

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