Michael Joseph Malloy

Employer firm

Mercer Global Advisors Inc. CRD 147363

$84.4B regulatory AUM 87 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2026 → Present
  Mercer Global Advisors Inc.
  Westport, CT
• 08/2025 → 04/2026
  Mai Capital Management
  Madison, CT
• 07/2024 → 08/2025
  Mai Capital Management
  Cleveland, OH
• 02/2024 → 04/2024
  University Of Notre Dame
  Notre Dame, IN
• 08/2020 → 01/2024
  University Of Notre Dame
  Notre Dame, IN
• 05/2023 → 08/2023
  Mai Capital Management
  Cleveland, OH
• 06/2022 → 08/2022
  Sequoia Financial Group
  Mayfield Heights, OH
• 06/2021 → 08/2021
  Club Demonstration Services
  Avon, OH
• 07/2019 → 08/2019
  Banyan Technology
  Westlake, OH
• 05/2018 → 09/2018
  Panera Bread
  Westlake, OH
• 08/2020 → 01/2024
  University Of Notre Dame
  Notre Dame, IN
• 08/2016 → 05/2020
  High School
  Cleveland, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-18