- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Global Family and Private Investment Office Services
Mark Maly, CFA, CAIA
Lead, GFO Investment Advisory Practice
Contact Global Family and Private Investment Office Services
Mark R. Maly is a Senior Vice President at The Northern Trust Company, Chicago. He leads the GFO Advisory Practice within Northern Trust Asset Management - focused exclusively on Global Family Office clients (ultra high net worth families and private foundations). In his role, Mark serves as a team leader and practitioner where he works directly with clients, providing professional multi-manager investment programs. This includes the development of investment policies, asset allocation recommendations, investment manager search, selection and oversight, portfolio construction, and ongoing monitoring and continuous improvement in investment programs. Mark brings 27 years of experience to the Asset Management team.
Before joining Northern Trust in 2006, Mark was a Principal in Research at Mercer Investment Consulting in which he ran the Small and Mid Cap manager research for North America. In addition to Mark's primary responsibilities at Mercer, he was also active in researching International and Alternative Asset strategies. Prior to Mercer, Mark was a Vice President and Portfolio Manager at Merrill Lynch Investment Managers, managing, along with a team of three members, a large/mid cap portfolio with assets totaling close to $1.5 billion.
Mark's previous experience also includes working on the Quantitative Equity portfolio construction team at Bank One along with six years at PaineWebber/UBS in which he constructed portfolios for High Net Worth clients. Mark's career started at Lehman Brothers in the Merchant Banking Division.
Mark received his B.B.A. degree in Finance from the College of St. Francis graduating with honors and his M.B.A. degree with a concentration in Finance from Loyola University. Mark is a member of the Investment Analyst Society of Chicago and CFA Institute and is a CAIA (Chartered Alternative Investment Analyst) charter holder.