Drew Malay
Mitglied des Investmentausschusses bei Cassaday & Co. Wealth Management LLC
Profil
Mr. Andrew P.
Malay is a Partner at Cassaday & Co. Wealth Management LLC.
Mr. Malay embraces a model of comprehensive integrated wealth management that provides a systematic approach to financial planning which addresses all of the relevant areas of personal finance including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning.
He is a member of firm’s Investment Policy Committee, which develops the firm’s overall investment selections and policies.
Within the IPC, he is responsible for the management and oversight of the firm’s U.S.
small cap growth investment holdings.
He is an Investment Advisor Representative with the firm.
and a Registered Representative with Royal Alliance Associates, Inc.
He is a graduate of the Georgetown Preparatory School in North Bethesda, Maryland.
He holds a Bachelor of Science degree in finance from Elon University’s Love School of Business.
Aktive Positionen von Drew Malay
Unternehmen | Position | Beginn |
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Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Mitglied des Investmentausschusses | 01.01.2022 |
Ehemalige bekannte Positionen von Drew Malay
Unternehmen | Position | Ende |
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Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Mitglied des Investmentausschusses | 01.12.2021 |
Ausbildung von Drew Malay
Elon University | Undergraduate Degree |
Erfahrungen
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Private Unternehmen | 2 |
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Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families. | Finance |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Finance |