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About
Jakub Malecki is an Investment Associate at Wealthspire Advisors, based in the Palm Beach Gardens/Delray Beach, FL area, where he supports the firm's investment team in research, due diligence, and portfolio construction. His work involves assisting in the development and implementation of investment strategies for a diverse client base, contributing significantly to the investment process across both traditional and alternative asset classes.
Prior to joining Wealthspire Advisors in 2024, Jakub gained experience as an Associate at ID Fund and served as an Analyst at FocusPoint Private Capital Group. Throughout his career, he has developed expertise in manager due diligence, strategic asset allocation, and portfolio risk management, with exposure to private markets and alternative investments as well as public equities and fixed income.
Jakub holds a degree from Bucknell University and also studied at The Hun School of Princeton. His approach is grounded in the disciplined investment philosophy of Wealthspire, prioritizing diversification, transparency, and customized portfolio solutions to meet client objectives.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Wealthspire Advisors | Investment Associate | Aug 2024 to Present | Palm Beach Gardens, Florida, United States |
| ID Fund | Associate | Jul 2023 to Aug 2024 | Boca Raton, Florida, United States |
| FocusPoint Private Capital Group | Analyst | Oct 2022 to Jul 2023 | New York, New York, United States |
| F.L.Putnam Investment Management Company | Alternative Investment Analyst | Oct 2021 to Oct 2022 | New York, New York, United States |
| CurAlea Associates LLC | Summer Analyst | May 2019 to Aug 2019 | Princeton, NJ |
| Bayard Asset Management LLC | Intern | Aug 2018 to Aug 2018 | Princeton, NJ |
Education
Bucknell University
2017 — 2021
The Hun School of Princeton
2011 — 2017
Skills & Expertise
Others at GM Advisory Group, Inc. (7)
| Name | Role | Location |
|---|---|---|
| Vice President, Investments - Trader | Madison, WI , United States | |
C Craig Amico | Vice President, Investments | New York, NY , United States |
| Senior Vice President, Investments | San Francisco, CA , United States | |
M Michael Moriarty | Chief Investment Officer | New York, NY , United States |
| Senior Vice President, Investments | New York, NY , United States | |
| Portfolio Analyst | New York, NY , United States | |
| Senior Associate - Investments and Trading | Stamford, CT , United States |
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