2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
- With CAPTRUST Since 2022
- 516.487.8220
-
3 Dakota Dr #310
Lake Success, NY 11042
Jesse Malik, CFP®, CRPC®
Financial Advisor,
Relationship Manager
- Fair Lawn, NJ
- How to Win Friends and Influence People by Dale Carnegie
- Abraham Lincoln and my family
- Happiness is a function of something to do, someone to love, and something to hope for.
- Integrity, humility, and authenticity
Financial Advisors
Jesse Malik is a wealth management financial specialist and relationship manager based in Lake Success, NY.
Jesse joined CAPTRUST in 2022 and serves as a financial advisor and relationship manager. He has over a decade of experience at UBS in New York City and holds the designations of Chartered Retirement Planning Counselor℠ (CRPC®) and CERTIFIED FINANCIAL PLANNER™ (CFP®). Jesse supports clients by creating financial plans, relationship management, investment management, and conducting portfolio reviews. He holds a Bachelor of Arts degree in economics from Rutgers University. Outside of work, Jesse enjoys hiking, cheering for the New York Knicks, and spending time with family and friends.
Education
- Bachelor of Arts degree in economics from Rutgers University
Industry Designations
- Chartered Retirement Planning Counselor℠ (CRPC®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
News & Resources
Wealth Management
Endowments & Foundations
2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Resources
2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Resources
2 months ago
Market Update | July 2023
As we pass the midpoint of 2023, the market...
