From the lecture hall to your plan
Dr. Gulseren Mutlu — “Dr. G” — Founder & Principal, Monies Wealth LLC.
Rigor, aimed at one client at a time
“Most advisers learned this business at a sales desk. I earned a PhD in it, researched it, and taught it for two decades.”
I earned my Ph.D. in Economics from New York University and spent over twenty years in academia — teaching more than 1,000 undergraduate and graduate economics students, and over 400 MBA and Executive MBA students, at institutions including NYU, UT Austin’s McCombs School of Business, and City University of Hong Kong.
Along the way, I published research in leading peer-reviewed journals — including the Strategic Entrepreneurship Journal, a Financial Times Top 50 journal, and Economics Letters — and presented at more than 20 international academic conferences.
But here’s what I noticed: the analytical rigor that institutions and corporations take for granted rarely reaches the people who need it most — families planning for retirement, parents navigating a special needs future, business owners deciding between a Solo 401(k) and a SEP IRA.
So in 2022, I founded Monies Wealth to change that.
Today, I bring the same discipline I demanded in the classroom and in research to every client engagement: evidence over hype, planning over products, and your interests first — always. That last part isn’t a preference. As a fiduciary Registered Investment Adviser, it’s the legal standard I chose to practice under.
The record, in full
- Education
- Ph.D., Economics — New York University
- M.A., Economics — Boğaziçi University
- B.A., Business Administration — Boğaziçi University
- Licenses & qualifications
- Series 7 — General Securities Representative
- Series 66 — Uniform Combined State Law
- Insurance licensed — Accident, Health, Life, Variable Life & Variable Annuity
- Selected publications
- “Employee-based Innovation in Organizations” — Strategic Entrepreneurship Journal, 2017
- “Delay Aversion under a General Class of Preferences” — Economics Letters, 2013
- Ph.D. dissertation: “Essays in Microeconomic Theory” — NYU, 2010
Rooted in Austin, connected beyond it
- Professional affiliations
- Financial Planning Association of Austin — Member
- National Association of Forensic Economics — Member
- Public service
- Travis County Appraisal Review Board — Appointed member, hearing property tax protests in a quasi-judicial capacity
- Alumni leadership
- NYU Alumni Club in Austin — Co-President
Dr. Mutlu also consults on executive compensation matters, including Section 280G analyses in M&A transactions.
Languages: English & Turkish (bilingual)
Questions about any of the above?
Thirty minutes, no charge. Ask about the research, the licences, or your own situation.