Bill Malloy

Bill Malloy, CFA, is an experienced investment analyst currently working at Sage Financial Group since June 2022. Prior to this role, Bill served as an investment analyst at Reliance Standard from November 2020 to June 2022 and at Janney Montgomery Scott LLC from May 2017 to November 2020 in a position focused on margin and cash management. Bill's career began with internship positions at DLL as a portfolio analysis and reporting intern and tax analyst intern in 2015, and a finance intern at Conestoga Bank in 2011. Bill holds a Bachelor of Business Administration in Finance from the Fox School of Business at Temple University, completed in 2016.