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    Joshua Malkin

    Managing Director, Private Wealth Advisor, The Malkin Group at Morgan Stanley Private Wealth Management

    Joshua Malkin is a highly acclaimed financial advisor with a strong track record of success in wealth management.

    He has received prestigious recognitions including Forbes America's Top Wealth Advisors from 2016 to 2024, Financial Times Top 400 Financial Advisors in the US from 2017 to 2021, and Barron's Top 1200 Financial Advisors in the US from 2016 to 2024.

    Joshua has also been acknowledged as one of the top Morgan Stanley Financial Advisors every year from 2014 to 2023 and as a Chairman's Club Member.

    His expertise lies in various areas of wealth management such as investments (equity, fixed income, and alternatives), retirement planning, and financial planning.

    He holds a Bachelor of Science degree from Cornell University and a JD degree with honors from Duke University School of Law. Prior to his financial advisory career, Joshua worked as a corporate lawyer at Davis Polk & Wardwell.

    Joshua Malkin has a proven record of excellence, continually delivering exceptional service to his clients in all aspects of managing their wealth.

    Highlights

    May 1 · Barron's
    Joshua Malkin - Advisor Directory - Barron's
    Apr 30 · Barron's
    2022 Top 1200 U. S. Financial Advisors Ranked by State - Barron's - Barron's
    Joshua Malkin
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    Location

    New York City Metropolitan Area