Biography
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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了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。