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Joan Malloy Cfa Cpa Cfp

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Joan Malloy Cfa Cpa Cfp

Regional President Family Office and Senior Managing Director | International Women's Forum

Missouri, United States

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Joan Malloy Cfa Cpa Cfp

Summary

Joan Malloy is a seasoned financial services executive with extensive experience in wealth management and family office strategies. Currently serving as the Regional President and Senior Managing Director at Mai Capital Management, Joan specializes in providing holistic financial solutions tailored to business owners and families. With a career spanning over three decades, she has held leadership roles in prestigious organizations, including founding Greenway Family Office and serving on the Executive Board of the International Women's Forum in Missouri. Joan's educational background in Accountancy from the University of Illinois equips her with a strong analytical foundation, enhancing her ability to navigate complex financial landscapes. Her commitment to empowering women in business is evident through her involvement with YPO and other professional networks. Joan's multifaceted expertise and leadership make her a valuable asset in the financial services sector.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Organisational experience

Corporate Experience

Non-Profit Experience

Joan Malloy Cfa Cpa Cfp

Work Experience

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Regional President Family Office and Senior Managing Director at

MAI Capital Management

January 2024 - Present

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Executive Board Member - Missouri at

International Women's Forum

January 2015 - Present

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Regional President, Senior Managing Director at

Mai Capital Management

November 2020 - January 2024

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Founder & Managing Partner at

Greenway Family Office, LLC

May 2010 - November 2020

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Executive Board Member - St. Louis at

YPO

July 2008 - June 2014

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Founder and Shareholder at

St. Louis Trust & Family Office

January 2002 - January 2012

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President at

St. Louis Trust & Family Office

January 2002 - September 2009

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Partner at

Arthur Andersen & Co.

January 1997 - January 2002

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Managing Director at

PwC

January 1986 - January 1997

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Joan Malloy Cfa Cpa Cfp

Education

University of Illinois Urbana-Champaign, Bs

January 1982 - January 1986

Frequently Asked Questions about Joan Malloy Cfa Cpa Cfp

What is Joan Malloy Cfa Cpa Cfp email address?

Joan Malloy Cfa Cpa Cfp's primary email address is *******@ypo.org. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Joan Malloy Cfa Cpa Cfp work for?

Joan Malloy Cfa Cpa Cfp is a Regional President Family Office and Senior Managing Director at International Women's Forum, a company specializing in Business, Professional, Labor, Political, & Similar Organizations .

Where Joan Malloy Cfa Cpa Cfp graduated from?

Joan Malloy Cfa Cpa Cfp holds a degree in Accountancy from University of Illinois Urbana-Champaign.

How can I directly contact Joan Malloy Cfa Cpa Cfp?

To contact Joan Malloy Cfa Cpa Cfp directly, you can use the email address *******@ypo.org. Complete contact information is available upon registration with Muraena.

Who is Joan Malloy Cfa Cpa Cfp?

Joan Malloy is a seasoned financial services executive with extensive experience in wealth management and family office strategies. Currently serving as the Regional President and Senior Managing Director at Mai Capital Management, Joan specializes in providing holistic financial solutions tailored to business owners and families. With a career spanning over three decades, she has held leadership roles in prestigious organizations, including founding Greenway Family Office and serving on the Executive Board of the International Women's Forum in Missouri. Joan's educational background in Accountancy from the University of Illinois equips her with a strong analytical foundation, enhancing her ability to navigate complex financial landscapes. Her commitment to empowering women in business is evident through her involvement with YPO and other professional networks. Joan's multifaceted expertise and leadership make her a valuable asset in the financial services sector.

Joan`s contact details

mail

*******@ypo.org

***********@pwc.com

*******@greenwayfo.com

*******@mai.capital

Colleagues

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Ludmila Golovine

Advisory Board Member

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Yonhee Choi Gordon

Member Board Of Directors

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