James H. Malone, CFA
Director of Investment Platforms
James Malone is Director of Investment Platforms primarily responsible for business development with research platforms including broker-dealers, retirement plans, consultants, banks and bank trust platforms.
James previously worked at Franklin Templeton Distributors as Vice President of the Investment Platform Division and was also responsible for business development with research platforms across multiple distribution channels.
At Franklin Templeton
generated significant mutual fund platform wins and new sub-advisory mandates with major financial institutions.
Prior to Franklin Templeton, he was a senior product manager at Putnam Investments, where he was responsible for product management of various alternative investments including the THL Partners private equity funds.
James began his career as a Certified Public Accountant at PricewaterhouseCoopers.
He holds a Bachelor of Science in Finance and Accounting from Northeastern University in Boston, Massachusetts.
James is a Certified Public Accountant (inactive), a CFA Charterholder and a member of the CFA Institute and the CFA Society of South Florida.
He is on the Board of Directors and Finance Committee (Chair) of Sawgrass Adventist School, a private elementary school in South Florida.
FINRA Licenses: Series 7 & 63.