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Jakub Malecki

Jakub Malecki

Investment Associate at GM Advisory Group, Inc.

Delray Beach, FL , United States

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

OrganizationRoleDate RangeDetails
Wealthspire AdvisorsInvestment AssociateAug 2024 to Present
Palm Beach Gardens, Florida, United States
ID FundAssociateJul 2023 to Aug 2024
Boca Raton, Florida, United States
FocusPoint Private Capital GroupAnalystOct 2022 to Jul 2023
New York, New York, United States
F.L.Putnam Investment Management CompanyAlternative Investment AnalystOct 2021 to Oct 2022
New York, New York, United States
CurAlea Associates LLCSummer AnalystMay 2019 to Aug 2019
Princeton, NJ
Bayard Asset Management LLCInternAug 2018 to Aug 2018
Princeton, NJ

Education

Bucknell University

2017 2021

The Hun School of Princeton

2011 2017

Skills & Expertise

Series 63
Series 7
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Mathematics

Others at GM Advisory Group, Inc. (7)

NameRoleLocation
Brent Katterheinrich
Brent Katterheinrich
Vice President, Investments - TraderMadison, WI , United States
C
Craig Amico
Vice President, InvestmentsNew York, NY , United States
Justin Hult
Justin Hult
Senior Vice President, InvestmentsSan Francisco, CA , United States
M
Michael Moriarty
Chief Investment OfficerNew York, NY , United States
Michael Price
Michael Price
Senior Vice President, InvestmentsNew York, NY , United States
Spencer Weiss
Spencer Weiss
Portfolio AnalystNew York, NY , United States
Catherine Gomez
Catherine Gomez
Senior Associate - Investments and TradingStamford, CT , United States

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