Executive Director Investment Specialist
Mark A. Malone is an Executive Director and Investment Specialist with J.P. Morgan Private Bank in Naples, Florida. He works with a team that provides advice on portfolio construction, asset allocation, manager selection, and opportunistic trading across both public and private markets.
Mark is a 26-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.
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。