Malovany
- Role
- Principal at Aspect Partners
- Location
- Arlington, VA, US
- LinkedIn followers
- 500 followers
Experience
Principal
Dec 2003 — Present · Fairfax, VA, US
Aspect Partners provides comprehensive financial and investment advice to high net worth families and small businesses. We help coordinate our clients\' retirement planning, estate planning, income tax management, and we design, manage and monitor their investment strategies to help them achieve and maintain their personal and financial objectives. We apply pragmatic solutions to sophisticated financial issues based on a deep understanding of financial theory and a deep understanding of what is important to each of our clients. Securities offered through Private Client Services, Member FINRA/SIPC. Advisory services offered through Aspect Partners, LLC, a SEC Registered Investment Advisor. Aspect Partners and Private Client Services are unaffiliated entities.
Education
College of William and Mary
BA
1989 — 1993
Thomas Jefferson High School for Science and Technology
High School
1985 — 1989
Skills
- Retirement Planning
- Securities
- Estate Planning
- Finance
- Small Business
- Retirement
- Strategic Financial Planning
- Mergers & Acquisitions
- Succession Planning
- High Net Worth Individuals
- Wealth Management
- Wealth
- Asset Management
- Financial Advisory
- Investments
- Financial Planning
- Investment Management
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