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 at leading investment banks, Brian oversees the team’s trading and capital market activities, and alongside Josef, provides comprehensive wealth management solutions to the team’s clients. Brian utilizes the firm’s intellectual capital and global scale to deliver tailored investment portfolios and strategies based on the unique situation of each client and 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 his wife Lindsay, their two daughters, Lola and Lena, and their Wheaten Terrier, Jumbie.