![Drew Malay](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Drew Malay
Lid van de Investeringscommissie bij
Cassaday & Co. Wealth Management LLC
Profiel
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.
Actieve functies van Drew Malay
| Bedrijven | Functie | Begin |
|---|---|---|
Cassaday & Co. Wealth Management LLC
 Cassaday & Co. Wealth Management LLC Investment ManagersFinance Provides investment advice | Lid van de Investeringscommissie | 01-01-2022 |
Eerdere bekende functies van Drew Malay
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Lid van de Investeringscommissie | 01-12-2021 |
Opleiding van Drew Malay
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
54
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
