Chris Malone, CFA

Chris Malone, CFA, is a Financial Advisor and a member of the Malone Neuhaus Group at Morgan Stanley's Private Wealth Management, specializing in asset management, trust services, estate planning strategies, lending solutions, generational wealth planning, and other advisory services.

The Malone Neuhaus Group, consisting of a 10-person team, collaborates with Morgan Stanley's private bank, trust attorneys, and other resources, in conjunction with clients' attorneys and CPAs, to offer comprehensive wealth management solutions.

The team's focus is on providing customized wealth management strategies for Founders/CEOs, C-suite executives, early employees of publicly and privately held companies, entrepreneurs, venture capitalists, and private foundations/endowments to assist in achieving their long-term financial goals.

Chris Malone has been named to Barron's 'Top 100 Private Wealth Management Teams' list spanning from 2021 to 2024 and Forbes 'America's Top Wealth Management Teams Private Wealth' list for 2022 and 2023.

He holds a Bachelor of Business Administration (BBA) degree from the University of Notre Dame and is a Chartered Financial Analyst (CFA). Chris also carries NMLS #1951666 and CA Insurance Lic. #4040585.

His professional background includes tenure as a Financial Advisor at Morgan Stanley, Portfolio Manager at BBL Commodities L.P., Portfolio Manager at Platinum Management (NY) LLC, and as a Proprietary Trader at Barclays, J.P. Morgan, and Morgan Stanley.