Joe Cullen, CFP®, CEPA®

Joe Cullen, CFP®, CEPA®

Managing Director

Joe joined Pallas Capital Advisors in 2021 with more than two decades of wealth management experience.  As a Managing Director at the firm, his primary focus is to help high net worth individuals organize their financial lives and maintain their financial freedom.  Joe utilizes a family office approach with a select group of business owners, business founders, CEOs, professional athletes, and other high net worth individuals to help alleviate the complexities of the financial world.  This approach gives them back time to focus on the people, causes, and activities that matter most to them.  Joe prides himself on his unbiased objectivity, advocacy for his clients, and the team’s exceptional client service model.

Prior to Pallas Capital Advisors, Joe spent nearly two decades as a Senior Vice President and Financial Advisor at UBS Financial Services.  There, he founded The Cullen Wealth Management Group and was nationally recognized in 2020 and 2021 as a Forbes “Best-In-State Wealth Advisor” for his commitment to his clients. In 2019, Joe received the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. He has also earned the CERTIFIED FINANCIAL PLANNER™ designation. Joe has previously earned recognition for the highly respected “Top 35 Under 35 Financial Advisor” ranking. Prior to UBS, Joe served as a Marketing and Sales Associate for Gruntal & Co. Investment Management.

Joe received his Bachelor of Science in Marketing with a minor in Computer Information Systems from Bentley University. While at Bentley, he was the four-year starting goaltender for the Division I Men’s Ice Hockey team. An active member at his alma mater, Joe is a member of the Bentley Executive Club. While not exclusive to just Bentley students, he is also very proud of the fact that his team is able to regularly hire interns and provide real-life experience and ongoing mentoring to these students.

Outside of Pallas, Joe is active with many local and national charities and serves on the Bishop Fenwick High School President’s Council.  He also enjoys working out, playing golf or hockey, and coaching hockey at various levels.

Joe lives in Reading, MA. with his wife, Lee, and their children Sally, Caroline, and Hugh.

Recognition from rating services or publications is no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance of results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluations.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative data, rating thousands of wealth advisors with a minimum of seven years’ experience and weighing factors like revenue trends, assets under management, compliance records, industry experience, and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. This recognition should not be construed as an endorsement of the advisor by any client.

Top 35 Under 35 is a UBS internal recognition based on age, production statistics and compliance history.

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