Malcolm is an experienced financial advisor, with over forty years’ experience in portfolio management, investment counseling and financial planning.

He received his Certified Investment Management Analyst (CIMA) designation from The Wharton School, University of Pennsylvania, and is an active member of the Investment Management Consultants Association (IMCA). He attended Georgia Tech and received a degree in Finance from Georgia State University.  Malcolm began his career with PaineWebber Jackson & Curtis (now UBS), where he was consistently a Pacesetter.

Born in Dalton, Georgia, he has lived in Atlanta since coming to attend college. He married his wife, Judy, in 1987 and has one daughter, Carrie. He is actively involved in his church, serving as a deacon and member of the Budget and Finance committee. His interests include golf, and hometown Friday night football games.

Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,” and “IMCA®.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.