Bryan Malis
Director/Board Member at Kohl Children's Museum of Greater Chicago, Inc.
Profile
Mr. Bryan R.
Malis, CFA, is a Managing Director at Altair Advisers LLC.
He is on the Board of Directors at Kohl Children's Museum of Greater Chicago, Inc. For over 30 years, he has worked with high-net-worth clients to provide financial planning, investment advice and fiscal peace of mind to his clients, which include current and former business owners, corporate executives, professionals and other people of wealth.
Drawing upon his years of technical knowledge and advisory experience, he is particularly skilled at guiding his clients through a complex maze of alternatives to provide practical solutions that fit each client’s particular needs, empowering his clients to make better decisions about their wealth.
In addition to his work with clients, Mr. Malis has been a leader within the firm since its founding, having served for over 16 years on Altair’s Board of Managers, which has responsibility for oversight of firm policy, strategy and operations.
He is a member of Altair’s Investment Committee, the central decision-making body which sets investment direction, approves recommended managers and determines tactical allocation changes.
Prior to founding Altair, Mr. Malis held a senior position in the investment consulting practice Arthur Andersen, which he joined after several years in the financial counseling and investment consulting groups of Deloitte and Touche.
His earlier experience came while at Mesirow Financial and Takaki Close & Associates.
He received his bachelor’s degree in accountancy and finance from the University of Illinois at Urbana-Champaign.
He is a CFA charterholder and a Certified Financial Planner certificant.
He is a member of the CFA Society of Chicago.
Bryan Malis active positions
Companies | Position | Start |
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Kohl Children's Museum of Greater Chicago, Inc.
Kohl Children's Museum of Greater Chicago, Inc. Other Consumer ServicesConsumer Services Kohl Children's Museum of Greater Chicago, Inc. operates as a children's museum. It provides developmentally appropriate, experiential education for children from birth to age eight. The company was founded by Dolores Kohl in 1985 and is headquartered in Glenview, IL. | Director/Board Member | - |
Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Investment Committee Member | 2002-05-31 |
Training of Bryan Malis
University of Illinois At Urbana–Champaign | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Kohl Children's Museum of Greater Chicago, Inc.
Kohl Children's Museum of Greater Chicago, Inc. Other Consumer ServicesConsumer Services Kohl Children's Museum of Greater Chicago, Inc. operates as a children's museum. It provides developmentally appropriate, experiential education for children from birth to age eight. The company was founded by Dolores Kohl in 1985 and is headquartered in Glenview, IL. | Consumer Services |
Altair Advisers LLC
Altair Advisers LLC Investment ManagersFinance Altair Advisers LLC provides investment advice. The private company is based in Chicago, IL. The company was founded in 2002 by Brett Rentmeester. Rebekah L. Kohmescher has been the CEO of the company since 2002. | Finance |
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