Steven Mula, CFA®

Chief Investment Officer

Steve Mula is a 30-year veteran of the financial services industry. His areas of expertise include strategy research and analysis, asset allocation, and portfolio construction for institutional and individual clients. As Chief Investment Officer (CIO) at JJ Burns & Company, Steve oversees the portfolio-construction and management process. He also directs the firm’s research and trading groups.

Previously, Steve worked as a securities analyst and portfolio manager at Bank of America and Charles Schwab, and as a consultative strategy analyst at GE Asset Management and BlackRock. He also served as CIO at Prestige Wealth Management. His prior experience includes mutual-fund analysis and portfolio management, buy- and sell-side consultative analysis, manager due diligence, financial analysis, and performance measurement.

Steve holds a B.A. degree in Economics from the University of Massachusetts/Boston. He holds the Chartered Financial Analyst (CFA) designation and is a regular member of the CFA Institute.

On the personal side

Steve and his wife Karen live in Port Washington, Long Island with Clyde, the world’s laziest herding dog, and an assortment of cats (also lazy, but with a better excuse than Clyde). When they’re not interrupting Clyde’s naps with dog-friendly outdoor sports, Steve and Karen enjoy cooking, live music (particularly jazz), wine collecting and, more importantly, wine drinking.

What Steve brings to the table

Steve is the perfect dinner party guest. You can count on him to bring a fantastic bottle of wine and even better conversation. He’s incredibly well-read and always knows what’s going on around the globe—so much so that at one point he seriously considered pursuing a career as a professional trivia lifeline. With his insightful and engaging perspective, he’s the guy everyone wants to sit next to.

Meet The Team

James J. Burns, CFP®

CEO/President, CFP Board Ambassador

Jessica Evans

Client Services Manager, Chief Compliance Officer

Adam Kohler, CFP®

Director of Financial Planning

Nejad Abo-Hamzy, CFP®

Financial Planner

Amy Vasili


Danielle Moss

Client Service Associate

Jami Regan

Administrative Assistant

Jack Stankoven, CIMA®

Portfolio Manager