With over 15 years of investment experience, Malia is a Private Wealth Advisor at Merrill Private Wealth Management. Malia began her career as an investment associate at a major brokerage firm before joining Merrill in 2006, where she became a Financial Advisor. She then successfully completed the Private Wealth Advisor assessment; demonstrating a proficiency in wealth transfer, concentrated stock strategies and asset management. Malia holds the Certified Investment Management Analyst® (CIMA®) designation sponsored by the Investments & Wealth Institute™ (The Institute) at the Wharton School of Business, the Chartered Retirement Planning Counselor (CRPC®) designation, and is a member of the Investments & Wealth Institute™ (The Institute). She has been designated as a Senior Portfolio Manager within Merrill's Investment Advisory Program and leads the business development efforts for Tactical Associates. A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis her own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors. She is also a frequent guest speaker at industry conferences, Malia has been a featured presenter at symposiums hosted by Forbes, Barron’s, Standard & Poor’s/Dow Jones, and State Street Global Advisors.
Malia graduated from Stanford University in Palo Alto, California, with dual Bachelor’s degrees in Political Science and Communication with an emphasis in Media Technology & Psychology. She continues to be an active member of the Stanford Alumni Career Network. Malia was named to the Forbes/Shook “America’s Top Next-Generation Wealth Advisors” in 2017, 2018, and 2020, Forbes “America’s Top Women Advisors” in 2017,2018,2019, and 2020. Working Mothers “Top Wealth Advisor Moms” List in 2017 and 2018*,Forbes "Best-in-State Advisors" list in 2019 and 2020*, and recently she was named to Forbes “Top 250 Next-Generation Wealth Advisors” & Forbes "Best-in-State Next-Generation Wealth Advisors" list in 2019.* She lives in Houston with her husband, 2 year old son, and newborn daughter.
*Source: The Forbes "Best-in-State Wealth Advisors" list, January 16, 2020. For more information about the selection criteria, go to http://details-he.re/cQUujC . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client's experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
**Source: Working Mother/SHOOK Research's "Top Wealth Advisor Moms" list, September 2018. For more information about the selection criteria, go to http://details-he.re/CnlKDY . SHOOK Research is a trademark of SHOOK Research, LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.
***Source: The Forbes “America’s Top Women Wealth Advisors” list, April 21, 2020. For more information about the selection criteria, go to http://details-he.re/V5tDPQ . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
****Source: Forbes “Top 250 Next-Generation Wealth Advisors” list, July 24, 2019. For more information about the selection criteria, go to http://details-he.re/Ne1uq9 . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
*****Source: Forbes "Best-in-State Next-Generation Wealth Advisors" list, September 4, 2019. For more information about the selection criteria, go to http://details-he.re/8ny9H7 . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.
******Source: The Forbes "Top Next-Generation Wealth Advisors" list, July 22, 2020. For more information about the selection criteria, go to http://details-he.re/oRxT00 . Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative or indicative of any one client’s experience, future performance, or investment outcome, and such rankings should not be construed as an endorsement of the advisor.
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