Joan Malloy, CPA, CFP®, CFA

Group Head National Family Office & Regional President

St. Louis, MO

LET'S CONNECT

Designations 

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Financial Analyst

Work Experience 

  • Joined the firm in 2020 as a result of the acquisition of Greenway Family Office, which she founded in 2010
  • Advises business owners, individuals and multi-generational families in succession, governance, investment, tax, and philanthropic planning
  • Experience includes co-founding and serving as the President of the St. Louis Trust Company, where she led the creation of the firm’s family service methodology
  • Previously a Partner at Arthur Andersen, LLP where she led the region’s Family Office and Investment Committee, and a Managing Director at Price Waterhouse in the tax division, specializing in tax and financial planning for corporate executives in single stock risk management, hedging, and monetization

Life Outside of MAI 

  • Former President of the International Women’s Forum-Missouri 
  • Member of the Young Presidents Organization (“YPO”) Gold Board of Directors and responsible for the “YPO Next Generation” in St. Louis
  • Co Chair of the 2024 Christina Business Women’s Breakfast put on by The Rooted Sisters, of which she is a founding board member
  • Serving in the Nursery at The Crossing Church

Education

  • University of Illinois at Urbana-Champaign, BS in Accountancy

We look forward to learning about your financial goals.

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