Michael Mulcahy, CFA®, CPWA®

Vice President

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.

Michael’s ADV Part2B provides more background.