Bryan Malis

Directeur/Membre du Conseil chez Kohl Children's Museum of Greater Chicago, Inc.

Profil

Mr. Bryan R.
Malis, CFA, is a Managing Director at Altair Advisers LLC.
He is on the Board of Directors at Kohl Children's Museum of Greater Chicago, Inc. For over 30 years, he has worked with high-net-worth clients to provide financial planning, investment advice and fiscal peace of mind to his clients, which include current and former business owners, corporate executives, professionals and other people of wealth.
Drawing upon his years of technical knowledge and advisory experience, he is particularly skilled at guiding his clients through a complex maze of alternatives to provide practical solutions that fit each client’s particular needs, empowering his clients to make better decisions about their wealth.
In addition to his work with clients, Mr. Malis has been a leader within the firm since its founding, having served for over 16 years on Altair’s Board of Managers, which has responsibility for oversight of firm policy, strategy and operations.
He is a member of Altair’s Investment Committee, the central decision-making body which sets investment direction, approves recommended managers and determines tactical allocation changes.
Prior to founding Altair, Mr. Malis held a senior position in the investment consulting practice Arthur Andersen, which he joined after several years in the financial counseling and investment consulting groups of Deloitte and Touche.
His earlier experience came while at Mesirow Financial and Takaki Close & Associates.
He received his bachelor’s degree in accountancy and finance from the University of Illinois at Urbana-Champaign.
He is a CFA charterholder and a Certified Financial Planner certificant.
He is a member of the CFA Society of Chicago.

Postes actifs de Bryan Malis

Sociétés	Poste	Début
Kohl Children's Museum of Greater Chicago, Inc.	Directeur/Membre du Conseil	-
Altair Advisers LLC	Membre du Comité d'Investissement	01/06/2002

Formation de Bryan Malis

University of Illinois At Urbana–Champaign

Undergraduate Degree