PROFESSIONAL PROFILE

The Mahoney Group has worked together for the last 16 years, helping institutional clients and high net worth families and individuals develop and execute a prudent investment process to meet their stated investment objectives. We draw upon our industry expertise and experience to deliver value through comprehensive consulting and fiduciary oversight.

We believe the key to successfully managing substantial assets is to follow a consistent and repeatable investment process. We view our role as the quarterback in developing, implementing and executing a prudent process on a continual basis.

The Mahoney Group has been recognized as industry leaders by PlanSponsor magazine and 401(k) Wire.


Chris Mahoney, Certified Investment Management Analyst, First Vice President, has 27 years of experience in the financial services industry at Merrill Lynch. His areas of focus include retirement planning, estate planning, wealth transfer, portfolio construction and investment management. Chris holds a B.A. in Finance from Iona College. Chris serves as a member of the Executive Committee and a Trustee of Dominican College. He is also Chairman of the Fiscal Committee at the college. Chris, his wife Kelly, and their four daughters, Kate, twins Megan and Aileen, and Mary reside in West Nyack, NY.

Kevin Mahoney, Accredited Investment Fiduciary Auditor®, Accredited Retirement Plan Consultant, Vice President, has 18 years of experience in the financial services industry at Merrill Lynch. His areas of focus include ERISA issues, business services, cash management, and retirement plans. Kevin holds a B.A. in History and Economics from Fordham University. Kevin is an active leader with the Boy Scouts and seves on the board of directors of Meals on Wheels of Rockland County. Kevin, his wife Jane, and their three sons, Kevin, Chris, and Tommy, reside in Pearl River, NY.

Mark Marotta, Certified Investment Management Analyst, Vice President, has 29 years of experience in the financial services industry, the past 15 with Merrill Lynch. His areas of focus include retirement planning, wealth transfer, portfolio construction, income strategies, and investment management. Mark holds a B.A. in Political Science and Business from the State University of New York at Oneonta. Mark is a former youth league baseball and basketball coach and is a board member of the Northern Highlands Sports Association. Mark, his wife Diane, and their children, Christian and Caroline, reside in Ho-Ho-Kus, NJ.

Kristen Koluch, CFA, Accredited Investment Fiduciary Auditor®, Accredited Retirement Plan Consultant, Assistant Vice President, has nearly 10 years of industry experience and prior experience as a banking analyst. Kristen joined the team several years ago to support our retirement and corporate executive services business. Kristen holds a B.A. in Finance from Georgetown University. Kristen was honored by the YWCA of Bergen County as one of the 2008 winners of the organization's Tribute to Women and INdustry (TWIN) award. Kristen is a Chartered Financial Analyst and is a member of the New York Chapter of the Georgetown University Alumni Association. Kristen and her husband Nick reside in Congers, NY.

Phil Murphy, CFA, Accredited Investment Fiduciary Auditor®, has 14 years of experience in the financial services industry, having previously worked in a Controllers Department focusing on foreign exchange hedging and mortgage backed securities. Phil analyzes investments and models portfolios for our clients. Phil is a Chartered Financial Analyst and holds a B.A. in Accounting from Siena College. Phil, his wife Elena, and their three daughters Maggie, Jackie, and Katie reside in Bardonia, NY.

Client Service registered team members Kitty Zacharczyk, Laura Plocharczyk, and Christina Hoerter have combined industry experience of over 45 years and strive to ensure a prompt and courteous service standard for all of our clients.