Brian Malloy
Private Wealth Advisor at Rockefeller Capital Management
Based in New York, United States
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Seniority
Manager
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
1.6K
Contact information
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b•••••••@rcm.rockco.com
Phone
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Background
About Brian Malloy
As a founding member of The Partners Wealth Group, we are a dedicated team of experienced investing and planning professionals who work with a highly accomplished group of families, individuals, and a small number of institutions. Our clients tend to have complex balance sheets that call for integrated solutions across multiple wealth management disciplines. To address those needs, we customize every aspect of each relationship, not only crafting personalized investment strategies but also assembling a coverage team based on their specific requirements. Combining our talents with the vast global resources of Rockefeller Capital Management, we can then provide access to whatever capabilities are needed to help our clients clearly define and strategically pursue their goals.
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