Joan Malloy

Joan Malloy is the Regional President and Senior Managing Director at MAI Capital Management in St. Louis, Missouri, where she leads the Family Office and Wealth Advisory division. In this role, she specializes in delivering comprehensive financial guidance to business owners, multigenerational families, and high-net-worth individuals, with a focus on investment management, tax strategy, succession planning, and philanthropic initiatives.

With over 30 years of experience in financial services, Joan has held notable leadership positions including Founder and Managing Partner at Greenway Family Office, President and Shareholder at St. Louis Trust & Family Office, and senior roles at both Arthur Andersen and PwC. Her expertise spans family office solutions, wealth transfer, and governance structures, and she is recognized for her ability to navigate highly complex financial situations, especially for entrepreneurs and family enterprises.

Joan is a CPA, CFA, and CFP® who earned her degree in Accountancy from the University of Illinois Urbana-Champaign. She is consistently ranked among the top women wealth advisors in Missouri by Forbes, reflecting her exceptional client service, innovative financial strategies, and leadership in the investment advisory field.