Join us for lunch with Madelyn Mallory. Madelyn has been a wealth manager to high net worth individuals, families, pension plans and endowments since 1983. After working as a stockbroker at Dean Witter and then managing the north pacific investment consulting practice of KPMG/Peat Marwick, LLP, Madelyn founded Catalyst in 1996 to offer fee-only financial planning and investment management to clients with $1 million or more in investment assets. Catalyst has been named to Wealth Manager Magazine’s list of Top Wealth Advisors for seven times over the last decade.
Ms. Mallory is currently a trustee for Golden Gate University where she has served as treasurer, chaired the Investment Committee and currently leads the 403(b) Plan Subcommittee. She is a past chair of the GGU Financial Planning Program Advisory Committee and is a board member of the Regional Parks Foundation where she chaired the Planned Giving Committee. Madelyn has taught personal financial planning graduate courses at both GGU and at U.C. Berkeley Extension and is a past board member of the Financial Planning Association of San Francisco. She earned her MBA from Golden Gate University and her B.S. (with honors) in Political Economy of Natural Resources from U.C. Berkeley.
Mallory will talk about embracing mistakes, change and backup plans.