Jamie Malone, CFP®, CPA, CFA
Wealth Manager, Principal
Office: Richmond, VA
Team: Wealth Management
Education & Certificates
B.S., Virginia Tech
Master of Business Taxation, USC Marshall School of Business
MBA, BYU Marriott School of Business
Certified Financial Planner™
Chartered Financial Analyst
Certified Public Accountant
Professional Background
I have been providing clients with customized wealth and investment management for over 17 years. Prior to CW Advisors, I worked as a Principal and Financial Strategist at Agili. And my career started at KPMG within their Private Client Advisory Services group.
Personal Interests
I love spending time with my wife and our six children. Some of my personal interests include kayaking, playing board games and riding roller coasters!