Katrina M. Malfara

Finance

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Profile

Katrina M.
Malfara worked as an Assistant Vice President at Macquarie Investment Management Business Trust from 2011 to 2019.
Prior to that, she worked as a Transfer Control Specialist at Lincoln Investment Planning, Inc. Ms. Malfara received undergraduate degrees from both Drexel University and The Pennsylvania State University.

Former positions of Katrina M. Malfara

Companies	Position	End
Macquarie Investment Management Business Trust Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.	Analyst-Equity	01/11/2019
Lincoln Investment Planning, Inc. Lincoln Investment Planning, Inc. Investment ManagersFinance Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA.	Corporate Officer/Principal	-

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Training of Katrina M. Malfara

Drexel University	Undergraduate Degree
The Pennsylvania State University	Undergraduate Degree

Experiences
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Linked companies

Private companies	2
Macquarie Investment Management Business Trust Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.	Finance
Lincoln Investment Planning, Inc. Lincoln Investment Planning, Inc. Investment ManagersFinance Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA.	Finance