Palm View Investments
Bespoke advisory & capital formation services.
What We Do
PVI's activities and services include management of principal investments, private investment sourcing, due diligence, fund and/or company due diligence, specialized opinions, capital formation and traditional advisory services.
The Team
Bryan Mullin, CFA
Bryan founded Palm View Investments in February 2023. Previously, Bryan was Head of Alternative Investments and Funds for RBC Wealth Management. Prior to RBC, Bryan was a Principal with Slocum; an institutional consulting firm based in Minneapolis. BS Econ, MBA Finance, CFA Charterholder, Series 3 (expired), Series 7, FAA PPL.
Contact Us
Email is the most reliable form of contact.