Shawn Anthony Maloney

“I am committed to maintaining the highest standards of integrity and professionalism and to providing our clients with excellent service. I strive to provide unparalleled support to everyone on our team.”

Shawn Anthony Maloney joined our team in March, 2015.  After graduating from Iona College with a Bachelor of Business Administration in May of 2012, Shawn worked for Morgan Stanley in New York as an analyst and then in investor services.  Shawn holds FINRA Series 7 & 66 securities registrations through Commonwealth Financial Network^®.

Shawn’s responsibilities include chairing investment committee meetings and facilitating implementation of tactical investment decisions across client accounts. Shawn also consults individual clients to help develop and implement investment decisions. He helps to determine a client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations and market conditions. Additionally, Shawn communicates with clients regarding market conditions and economic trends. Shawn is also the creator and Portfolio Manager of the Eudaimonia Portfolio; a fund that is designed to quantify an intangible asset, employee happiness, and then pass along the returns associated with that asset to client investors.

Shawn grew up in Mechanicville and graduated from Catholic High School in Troy.  In his spare time, he enjoys following the stock market, spending time with his family, and a variety of sports including fishing, soccer, dirt biking, and golf.