Deutsche Asset & Wealth Management (DeAWM) has hired a Regional
Executive and a Client Advisor in Greenwich to broaden its distribution
of wealth planning advice and investment solutions to wealthy
individuals and families.
Jon Mallon joined as a Director and the Regional Executive for the
Greenwich office. Mallon joins DeAWM with over twenty years of industry
experience. Most recently, he worked as a Branch Manager for UBS Wealth
Management in Santa Rosa, CA. Previously, Mallon worked in Wealth
Management at Morgan Stanley and Lehman Brothers. He earned a B.S.B.A. cum
laude from Bucknell University.
David Rosenthal joined as a Managing Director and Client Advisor. Prior
to joining DeAWM, Rosenthal was the Head of the Institutional Advisory
Group at Fieldpoint Private in Greenwich. Before that, he worked at
Morgan Stanley Graystone as an Institutional Consulting Director.
Rosenthal earned a B.A. from Franklin & Marshall College and a J.D. from
Southwestern University School of Law.
“We are excited to have Jon and David join our team and build off the
platform’s success in the region,” said Haig Ariyan, Co-Head of Wealth
Management for the Americas. In Barron’s annual top 1,200
financial advisor rankings, which was released in February, six out of
the top fifteen advisors in the Connecticut ranking were from DeAWM’s
Greenwich office.
“We are looking to further strengthen our position as one of the leading
wealth management services providers in Greenwich,” added Ariyan.
Deutsche Asset & Wealth Management
With $1.28 trillion of assets under management (as of Dec 31, 2013),
Deutsche Asset & Wealth Management is one of the world's leading
investment organizations. Deutsche Asset & Wealth Management offers
individuals and institutions traditional and alternative investments
across all major asset classes. It also provides tailored wealth
management solutions and private banking services to high-net-worth
individuals and family offices. Deutsche Asset & Wealth Management is
the brand name of the Asset & Wealth Management division of the Deutsche
Bank Group. The legal entities offering products or services under the
Deutsche Asset & Wealth Management brand are listed in contracts, sales
materials and other product information documents.
Copyright Business Wire 2014