Profile
Ms. Kathleen M.
Malkin is a Managing Director-Client Services at Messner & Smith Investment Management Ltd.
Prior to joining Messner & Smith in December 2001, she worked at WS Griffith Securities, Inc. directing the company's asset allocation effort for a nationwide field force of over 1,000 registered representatives.
From 1986 to 1996, Ms. Malkin was Assistant Vice President of Client Services for Caywood-Scholl Capital Management, a bond management firm in San Diego, CA.
Other experience includes several years' work as Portfolio Analyst with the Senior Equity Portfolio Manager and Chief Investment Officer at Transamerica Investment Services in Los Angeles.
Ms. Malkin completed course work in investments and finance at various community colleges.
Former positions of Kathleen M. Malkin
| Companies | Position | End |
|---|---|---|
WS Griffith Securities, Inc.
 WS Griffith Securities, Inc. Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., WS Griffith Securities, Inc. provides investment brokerage services. The company is based in Enfield, CT. WS Griffith Securities was acquired by LPL Financial LLC from The Nassau Cos. of New York, Inc. on March 23, 2004. | Corporate Officer/Principal | 30/11/2001 |
Caywood-Scholl Capital Management
 Caywood-Scholl Capital Management Investment ManagersFinance Founded in 1986, Caywood-Scholl Capital Management LLC is a registered investment advisor located in La Jolla, California. The firm is a wholly-owned subsidiary of RCM Capital Management LLC and their ultimate parent is Allianz SE | Sales & Marketing | 31/12/1996 |
| TransAmerica Investment Services, Inc. | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
WS Griffith Securities, Inc.
WS Griffith Securities, Inc. Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., WS Griffith Securities, Inc. provides investment brokerage services. The company is based in Enfield, CT. WS Griffith Securities was acquired by LPL Financial LLC from The Nassau Cos. of New York, Inc. on March 23, 2004. | Finance |
Caywood-Scholl Capital Management
Caywood-Scholl Capital Management Investment ManagersFinance Founded in 1986, Caywood-Scholl Capital Management LLC is a registered investment advisor located in La Jolla, California. The firm is a wholly-owned subsidiary of RCM Capital Management LLC and their ultimate parent is Allianz SE | Finance |
| TransAmerica Investment Services, Inc. | Finance |
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