Brian Malloy

Brian Malloy is a Private Advisor and Senior Vice President at Rockefeller Global Family Office. Prior to Rockefeller, Brian was a Private Wealth Advisor with Morgan Stanley.

Drawing on over a decade of experience working with high-net-worth clients, Brian provides comprehensive wealth management solutions for successful entrepreneurs, executives, and multi-generational families. Brian utilizes the firm’s intellectual capital and global scale to deliver clients custom tailored investment portfolios and strategies based on their unique situations to help achieve their goals.

Prior to working at Morgan Stanley, Brian was an associate at Credit Suisse where he began working Josef. He was a summer intern there for three years throughout college prior to becoming a full time employee in 2011.

Brian graduated from Ramapo College of New Jersey in 2011, with a degree in Finance, and has been working in Private Wealth Management ever since.

He resides in Little Silver, New Jersey with wife and two daughters and his Wheaten Terrier, Jumbie. In his free time he enjoys playing golf and enjoying the Jersey Shore with family and friends.