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Guiding You to Financial Freedom



Puzzle missing one piece.

How Do I Know If I'm a Good Fit?

We deliver the greatest value when we focus on situations that require our expertise:

  • People who want to delegate their financial planning and investment management to an expert so they spend time on what matters most.
  • Stock-compensated employees who are eager to delegate to an expert and simplify their family finances.
  • Diligent savers who have accumulated $500,000 or more of investment assets

Getting to Know Each Other



Discovery Meeting

A 1-hour virtual meeting to get to know one another and make sure our expertise matches your situation


Our Analysis

We apply our expertise and understanding of who you are to analyze your current situation.


Assessment Review Meeting

In this meeting we present your Financial Assessment. You'll see in dollars and cents how our firm will improve your finances. We'll also leave plenty of time for you to ask any questions on your mind.



Meet Your Team



Stephen Mulholland, CFA, CFP® Photo
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Stephen Mulholland, CFA, CFP®

Chief Investment Officer

Stephen Mulholland, CFA, CFP®

Chief Investment Officer


Stephen Mulholland, CFA, CFP® is the Chief Investment Officer and a CFA charter holder. CFA Institute awards the chartered financial analyst designation only after three levels of exams have been passed and after at least four years of work experience have been accumulated. Stephen is also a certified financial planner. He earned a Master of Science in Economics degree from the Barcelona Graduate School of Economics. He entered the investment industry in 2001 and successfully managed an investment fund in New York City. He also helped endowments, foundations, and family offices manage their portfolios in San Francisco, while working at the James Irvine Foundation and Callan Associates. He lives in San Diego County with his family.


Mark Kuperstock, IACCP® Photo
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Mark Kuperstock, IACCP®

Principal and Founding Partner

Mark Kuperstock, IACCP®

Principal and Founding Partner


Mark Kuperstock, IACCP® is a Principal and Founding Partner of Mulholland & Kuperstock Asset Management LLC.  Mark has been an investment professional for most of the past 34 years including terms with UBS and Oppenheimer. He served as the Managing Director and Fixed Income Portfolio Manager for a boutique RIA for ten-years prior to starting his firm with Stephen Mulholland. Mark has dedicated his community and charitable efforts for the past three decades to helping child and youth serving agencies across Los Angeles. Mark served as Board President for Jewish Big Brothers Big Sisters of Los Angeles from January 2017-December 2019, and has been a member of the Board of Directors since 2012. He is a past Chairman of the PGA Tour Nissan Los Angeles Open Golf Tournament (benefiting 11 youth charities in the community); a former Board Member of the Rio Hondo Boys & Girls Club; past Board Member of the LA Junior Chamber of Commerce and was a founding member of the Los Angeles Children’s Library. Mark lives in Summerlin, NV with his wife and son.