Drew Malay

Medlem av Investeringskommittén på

Cassaday & Co. Wealth Management LLC

Finance

Consumer Services

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.

Aktiva positioner av Drew Malay

Företag	Position	Start
Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC Investment ManagersFinance Provides investment advice	Medlem av Investeringskommittén	2022-01-01

Alla aktiva positioner av Drew Malay

Tidigare kända positioner av Drew Malay

Företag	Position	Slut
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.	Medlem av Investeringskommittén	2021-12-01

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Privata företag	3
Cassaday & Co., Inc. Cassaday & Co., Inc. Investment ManagersFinance Cassaday is a long-term manager that recommends diversified portfolios, principally through the use of actively managed, asset class mutual funds. The firm selects or recommends to clients’ portfolios of securities, principally broadly-traded open-end mutual funds or conservative fixed income securities to implement this investment strategy. They seek to limit risk through broad diversification among asset classes and, as appropriate for particular clients, the investment directly in conservative fixed income securities to represent the fixed income class. Their Investment Policy Committee (IPC) regularly reviews the clients’ holdings and asset allocation, market conditions, research studies, economic analysis, and other areas relevant to the investment process.	Finance
Elon University Elon University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC Investment ManagersFinance Provides investment advice	Finance