Jay Malick

About Jay Malick

I bring extensive experience building and scaling investment solutions across retail, high-net-worth, and institutional markets. My career includes leadership roles at Merrill Lynch, Bank of America Private Bank, Columbia Threadneedle Investments, and BNY Mellon Asset & Wealth Management, where I partnered with CIOs, CEOs, advisors, Boards and institutional investors to deliver client-centric, differentiated strategies across more than $2 trillion in assets.Over the course of my career, I have:> Launched and scaled investment platforms spanning mutual funds, SMAs, CITs, LPs, 529 plans, and proprietary strategies—driving AUM growth, advisor adoption, and client impact.> Shaped multi-asset, alternatives, and income solutions in collaboration with leading asset managers and competitors, aligning products with client needs and market opportunities.> Bridged product strategy and distribution, ensuring solutions are both institutionally rigorous and client-focused.Beyond the corporate sphere, I serve on the Advisory Boards of UC San Diego’s Rady School of Management (The Brandes Center) and Davidson College, where I help shape the future of asset and wealth management and education. I am also the author of \'Achieve Wealth and Happiness: Proven Strategies for Success\' and frequently lecture at universities and community organizations, sharing insights on financial literacy, investor psychology, and building an abundant life.I am passionate about integrating FinTech, AI, disruptive technology, blockchain and behavioral finance principles into the next generation of wealth and asset management platforms. My goal is to help firms innovate, scale, and deliver lasting client outcomes in a rapidly evolving investment landscape.I hold FINRA Series 7 and 24 licenses, a BS in Economics from the University of Delaware, and an MBA in Finance & International Business from NYU Stern.Currently exploring leadership opportunities in investment product strategy, platform development, and advisory—where I can leverage my expertise to deliver scalable growth, innovative solutions, and measurable client impact.Let’s connect if you’re interested in leading the industry and shaping the future of wealth and asset management.

Experience

1. Personal Finance Book Author Achieve Wealth and Happiness Proven Strategies for Success

   Author

   Dec 2022 — Present · Charlotte, NC, US

   Authored and published a five-star personal finance book \"Achieve Wealth and Happiness: Proven Strategies for Success\" available on Amazon.• Share impactful ideas to help close the wealth gap in America and globally through the book.• Utilized writing, research, and financial analysis skills to create a valuable resource for readers.

Education

• University of Delaware

  Bachelor of Science - BS, Economics

• NYU Stern School of Business

  Master of Business Administration - MBA, Finance, International Business