Mallon FitzPatrick

Managing Director, Principal, Head of Wealth Planning

Mallon FitzPatrick, CFP® is a principal, managing director and head of wealth planning at Robertson Stephens. The wealth planning group collaborates with advisor teams to help high/ultra-high net worth and family office clients achieve desirable outcomes by creating and implementing a cohesive wealth management plan integrating investment strategies, tax planning, charitable giving strategies, risk management, asset protection, and estate planning. The Center takes the approach that the analytical and behavioral aspects of wealth are equally important and complex.

Mallon has shared financial expertise and has been quoted in the media including the New York Times, Bloomberg, Investor’s Business Daily, CNBC.com, Forbes Advisor, Financial Planning, FA magazine, TD Ameritrade Network and Rethinking65.

Mallon has over 20 years of experience in the wealth management industry. Prior to joining Robertson Stephens, Mallon was a Wealth Advisor at Safran Wealth Advisors, LLC . At Safran, he managed client relationships, created and implemented comprehensive plans, and was responsible for trading and investing. He founded Garden Street Advisors, a NY registered investment advisor, and merged it into Safran Wealth Advisors. Prior to this, Mallon held senior roles at JP Morgan Private Bank, Capgemini (serving Morgan Stanley), and Private Client Resources, LLC. In these roles, he was primarily focused on bringing clarity to the financial lives of high net worth and ultra-high net worth families and family offices through the use of digital wealth services.

Talks About
#planning #management

Preferred Locations
#Northamerica