Joan Malloy, CPA, CFP®, CFA

Regional President, Senior Managing Director

St. Louis, MO


Joan is a Regional President at MAI. She joined the firm in 2020 as a result of the acquisition of Greenway Family Office, which she founded in 2010. Joan advises business owners, individuals and multi-generational families in succession, governance, investment, tax and philanthropic planning.

Her experience includes co-founding and serving as President of The St. Louis Trust Company, where she led the creation of the firm’s family service methodology. She was previously a Partner at Arthur Andersen, LLP where she led the region’s Family Office and Investment Advisory Services  and participated as a member of the 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.

Joan earned her BS in Accountancy from the University of Illinois at Urbana-Champaign. She is also a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst® designation.

She currently resides in St. Louis Missouri, is president of International Women’s Forum-Missouri, and actively involved in Young Presidents Organization/YPO Gold as well as several community organizations. She and her husband have two daughters.

We look forward to learning about your financial goals.