Reflections on Our First 10 Years

Mike Mulcahy
Written By Mike Mulcahy, CFA® CPWA® CTFA

This May we celebrated 10 years of Kings Path Partners.  It is hard to believe how far we have come as a company. We have grown from serving a few great families to a team of seven serving over 170 clients and advising on over $1 billion in assets. But that has not been the most rewarding part of this journey. After leading an investment firm managing mutual funds for investors who were impossible to know individually, I missed the meaningful and personal relationships that I wanted in my work. Over the last 10 years this personal and professional need has been generously met. 

We have been able to serve incredibly successful entrepreneurs, great and humble long-term corporate employees, young and visionary couples, older couples with wonderful families and generous hearts, and many, many more. 

I have been able to serve people in their good times and challenging times. I have met those with abundance who wish to steward wealth well, guiding them through complex estate planning and helping them with long-term charitable planning. And, I have worked through details of financial plans with couples who just want to know if they are going to have enough. 

I have prayed for my clients and have been blessed to know that many have prayed for me.  We have gone markets ups and downs, political changes, COVID, and wild swings in interest rates.  We have traveled these markets – and more importantly – life together. 

Someone recently asked me to describe our clients.  The word that came to my mind was “delightful.”  It has been a joy and pleasure to get to know them and serve them, and to be appreciated by them. The depth of meaningful relationships and the various service opportunities have far exceeded my expectations. It has been a great 10 years, and I look forward to the next decade as we continue to grow our team to serve our current and future clients.

Thank you for the trust you have placed in me and the team at Kings Path and thank you for helping me build a purposeful and fulfilling business. What a joy this journey has been!

Mike

Mike Mulcahy, CFA® CPWA® CTFA

With the founding of Kings Path Partners, Mike brings a diverse set of professional and personal experiences into the wealth services business. His professional roles and community experiences give him a unique and real perspective into the needs of families, entrepreneurs, and business executives. Previous roles include president of a $6B investment management firm; management consultant with McKinsey & Company; VP of corporate finance & strategy with Compaq/HP; and managing director of an entrepreneurial web-based business. He is also an active venture investor with a focus on impact investing and social enterprises.

Mike earned an MBA from the Harvard Graduate School of Business and completed an Executive Program in Portfolio Management at the University of Chicago. He graduated summa cum laude with a Bachelor of Science in Economics with a minor in Chemistry from Texas A&M University. He holds designations as a Certified Private Wealth Adviser®, Chartered Financial Analyst®, and Certified Trust and Fiduciary Advisor (CTFA). He is a member of the Investments & Wealth Institute® and the CFA Society of Houston.

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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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