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.