Joey Mallon
Vice President
Joey is a Vice President of Segal Marco Advisors’ Alpha Investment Research Group based in New York. He has nearly 15 years of investment research experience and is primarily focused on manager research across liquid and illiquid alternative investment strategies, including private equity, private credit, multi-asset class solutions and absolute return strategies. As part of the group’s alternative investment process, he is primarily responsible for sourcing investment ideas, manager due diligence and evaluation, portfolio construction and interfacing with Segal Marco’s consultants and senior management on client-related matters. Joey is a member of the firm’s Committee of Diversity Investing, where he previously served as co-chair.
Prior to joining Segal Marco Advisors, Joey was a Research Associate with the Marco Consulting Group, an institutional investment consulting firm formerly headquartered in Chicago. He was primarily responsible for investment manager due diligence across asset classes, with a primary focus on alternative investment strategies.
Joey received a BS in Business with concentrations in Accounting and Finance from the Kelley School of Business at Indiana University.
Read insights from Joey
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July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
-
June 17, 2022
Reviewing the Performance of Multi-Asset Class Solutions
Get our detailed report on the potential benefits of MACS in a diversified portfolio.
Topics covered: Investment
Contact Joey
Leadership
Joey Mallon
Vice President
Joey is a Vice President of Segal Marco Advisors’ Alpha Investment Research Group based in New York. He has nearly 15 years of investment research experience and is primarily focused on manager research across liquid and illiquid alternative investment strategies, including private equity, private credit, multi-asset class solutions and absolute return strategies. As part of the group’s alternative investment process, he is primarily responsible for sourcing investment ideas, manager due diligence and evaluation, portfolio construction and interfacing with Segal Marco’s consultants and senior management on client-related matters. Joey is a member of the firm’s Committee of Diversity Investing, where he previously served as co-chair.
Prior to joining Segal Marco Advisors, Joey was a Research Associate with the Marco Consulting Group, an institutional investment consulting firm formerly headquartered in Chicago. He was primarily responsible for investment manager due diligence across asset classes, with a primary focus on alternative investment strategies.
Joey received a BS in Business with concentrations in Accounting and Finance from the Kelley School of Business at Indiana University.
Read insights from Joey
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
-
June 17, 2022
Reviewing the Performance of Multi-Asset Class Solutions
Get our detailed report on the potential benefits of MACS in a diversified portfolio.
Topics covered: Investment
Contact Joey
Leadership
Joey Mallon
Vice President
Contact Joey
Joey is a Vice President of Segal Marco Advisors’ Alpha Investment Research Group based in New York. He has nearly 15 years of investment research experience and is primarily focused on manager research across liquid and illiquid alternative investment strategies, including private equity, private credit, multi-asset class solutions and absolute return strategies. As part of the group’s alternative investment process, he is primarily responsible for sourcing investment ideas, manager due diligence and evaluation, portfolio construction and interfacing with Segal Marco’s consultants and senior management on client-related matters. Joey is a member of the firm’s Committee of Diversity Investing, where he previously served as co-chair.
Prior to joining Segal Marco Advisors, Joey was a Research Associate with the Marco Consulting Group, an institutional investment consulting firm formerly headquartered in Chicago. He was primarily responsible for investment manager due diligence across asset classes, with a primary focus on alternative investment strategies.
Joey received a BS in Business with concentrations in Accounting and Finance from the Kelley School of Business at Indiana University.
Read insights from Joey
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
-
June 17, 2022
Reviewing the Performance of Multi-Asset Class Solutions
Get our detailed report on the potential benefits of MACS in a diversified portfolio.
Topics covered: Investment
Leadership
Joey Mallon
Vice President
Contact Joey
Joey is a Vice President of Segal Marco Advisors’ Alpha Investment Research Group based in New York. He has nearly 15 years of investment research experience and is primarily focused on manager research across liquid and illiquid alternative investment strategies, including private equity, private credit, multi-asset class solutions and absolute return strategies. As part of the group’s alternative investment process, he is primarily responsible for sourcing investment ideas, manager due diligence and evaluation, portfolio construction and interfacing with Segal Marco’s consultants and senior management on client-related matters. Joey is a member of the firm’s Committee of Diversity Investing, where he previously served as co-chair.
Prior to joining Segal Marco Advisors, Joey was a Research Associate with the Marco Consulting Group, an institutional investment consulting firm formerly headquartered in Chicago. He was primarily responsible for investment manager due diligence across asset classes, with a primary focus on alternative investment strategies.
Joey received a BS in Business with concentrations in Accounting and Finance from the Kelley School of Business at Indiana University.
Read insights from Joey
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
-
June 17, 2022
Reviewing the Performance of Multi-Asset Class Solutions
Get our detailed report on the potential benefits of MACS in a diversified portfolio.
Topics covered: Investment
Leadership
Joey Mallon
Vice President
Contact Joey
Joey is a Vice President of Segal Marco Advisors’ Alpha Investment Research Group based in New York. He has nearly 15 years of investment research experience and is primarily focused on manager research across liquid and illiquid alternative investment strategies, including private equity, private credit, multi-asset class solutions and absolute return strategies. As part of the group’s alternative investment process, he is primarily responsible for sourcing investment ideas, manager due diligence and evaluation, portfolio construction and interfacing with Segal Marco’s consultants and senior management on client-related matters. Joey is a member of the firm’s Committee of Diversity Investing, where he previously served as co-chair.
Prior to joining Segal Marco Advisors, Joey was a Research Associate with the Marco Consulting Group, an institutional investment consulting firm formerly headquartered in Chicago. He was primarily responsible for investment manager due diligence across asset classes, with a primary focus on alternative investment strategies.
Joey received a BS in Business with concentrations in Accounting and Finance from the Kelley School of Business at Indiana University.
Read insights from Joey
-
July 25, 2024
A DEI Scorecard for Investment Managers
Are investment managers making progress on their stated diversity, equity and inclusion goals? See the results to date of our DEI Scorecard.
Topics covered: Investment, Compliance
-
June 17, 2022
Reviewing the Performance of Multi-Asset Class Solutions
Get our detailed report on the potential benefits of MACS in a diversified portfolio.
Topics covered: Investment
