Professionally, along with my team - The Malone Vaughn Group, provide goals-based wealth management to affluent families, accomplished professionals and successful business owners all over the country. We are very passionate about cultivating long lasting relationships by providing exceptional service, customized advice and a disciplined approach to investing.
Prior to my career in wealth management, I worked on the sales teams of 2 major asset managers in the downtown Boston area for over 8 years. I attended Siena College in Loudonville, NY receiving a B.S. in Finance. I also played on the Rugby team and still stay active with the organization today. I am originally from New York and love getting up to the Adirondack's specifically Lake George to enjoy the scenery. I currently reside in Niskayuna, NY with my wife Kelsey, daughter Charlie and yellow lab Doug. Some outside interests I enjoy include: golf, skiing, boating, fishing, traveling, rugby, fitness.
I describe myself as a passionate, caring and ambitious person who loves working with people that have the same drive that I do.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
