John Mullaney, CIMA

John P. Mullaney CIMA? Managing Director - Investments Senior PIM Portfolio Manager When meeting John Mullaney for the first time, two things become readily apparent. One, he has a genuine passion for all things finance. Two, this is a guy you want on your team. John applies this life-long pursuit of excellence to helping clients navigate the complexities of planning and markets. As Managing Director - Investments and Senior PIM Portfolio Manager, his primary responsibility at Stages Wealth Management Group of Wells Fargo Advisors is building smart, effective portfolios for clients. This includes everything from comprehensive financial reviews of investments, savings, assets, liabilities, and taxes, to the daily monitoring and analyzing of global market conditions for potential investment strategies. John views his role as his clients' chief investment officer, responsible for strategically managing their portfolios for where they are now and where they want to be in the future. "Helping people attain the freedom that comes with the potential of making more money is extremely rewarding," John says. "Every day, I help clients pursue their dreams by planning, investing, and managing their finances ? and celebrating their wins." With a Bachelor of Arts in Economics from Trinity College in Hartford, CT and a Certified Investment Management Analyst? (CIMA?) designation, John has advanced knowledge of investment consulting and portfolio construction and a talent for financial analysis and insights. An avid skier, cyclist, and mountain biker with a soft spot for entertaining and cooking, John, along with his wife Karin and daughter Abigail, reside in Denver.