Mark A. Malone is a Managing Director and Head of Investments and Advice for J.P. Morgan Private Bank in Greater Florida. He works with a team that provides advice on portfolio construction, asset allocation, manager selection, and trading across both public and private markets.
Mark is a 28-year veteran of the finance industry. He started his career at Merrill Lynch immediately after college, working in mutual fund trading covering several domestic and international fund families before joining the Municipal Bond division as a Specialist focused on high-net-worth clients. He was later named Vice President and Manager of the Southeast Region for Municipal Bonds, where he led a team focused on fixed income and cash management strategies for high-net-worth clients.
In 2005, Mark joined the Private Banking and Investment Group of Merrill Lynch as a First Vice President and Senior Private Wealth Relationship Manager, focusing on wealth and investment management strategies for ultra-high-net-worth families. In this role, he was responsible for implementing client strategies as well as communicating and assisting with various daily trading and market-related themes. Mark earned his bachelor's degree in Business Management and Economics from the University of North Florida.
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投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债,亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险,包括可能损失投资的本金
银行存款产品(例如支票、储蓄及银行贷款)及相关服务乃由摩根大通银行(JPMorgan Chase Bank, N.A.)提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。