Margaret Malone

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → Present
  Citigroup
  New York, NY

Other Businesses

//Wellington Climate Innovation Fund I, L.P.; Investment Related: N; Nature: Advisory Board;United States of America,Massachusetts,Boston; Started: 2023-09-07; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Wellington Hadley Harbor Master Investors III L.P; Investment Related: N; Nature: Advisory Board;United States of America,Texas,Dallas; Started: 2025-02-24; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Wellington Hadley Harbor Master Investors II L.P.; Investment Related: N; Nature: Advisory Board ;United States of America,Massachusetts,Boston; Started: 2025-03-05; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Ares US Real Estate Opportunistic Fund IV L.P. ; Investment Related: N; Nature: Advisory Board Observer;United States of America,California,Los Angeles; Started: 2023-06-23; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Hadley Harbor Master Investors IV L.P.; Investment Related: N; Nature: Advisory Board;United States of America,Massachusetts,Boston; Started: 2025-02-24; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings cover activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////PIMCO Corporate Opportunities Fund IV, L.P.; Investment Related: N; Nature: Advisory Board;United States of America,California,Newport Beach; Started: 2023-09-29; Title: Advisory Board Observer; Duties: Participate in Advisory Committee meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Hadley Harbor Master Investors L.P.; Investment Related: N; Nature: Advisory Board;United States of America,Massachusetts,Boston; Started: 2025-04-03; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Blackstone Tactical Opportunities II, L.P.; Investment Related: N; Nature: Advisory Board;United States of America,New York,New York; Started: 2025-04-03; Title: Advisory Board Observer; Duties: Participate in Advisory Board meetings covering activities of the fund as observer; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0////Arctos Keystone Partners Fund I, LP; Investment Related: Y; Nature: Advisory Board Observer;United States of America,New York,New York; Started: 2025-03-17; Title: Non-voting Observer; Duties: Observe Advisory Board meetings covering activities of the fund; Hours devoted each month during securities trading hours: 0; Hours devoted each month outside of securities trading hours: 0//

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-06-25
• S63 Uniform Securities Agent State Law Examination
  2015-10-13

Other Names

• Megan Malone
• Margaret Megan Malone
• Margaret Mary Malone