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Kevin Malone

Founder & President
Greenrock Research

Kevin founded Greenrock Research because he believed that the RIA community could provide even more thoughtful and intelligent investment solutions to their clients with the assistance of tailored, state‐of the‐economy research. The most esteemed company providing research to RIA’s today, Greenrock works behind the scenes to optimize portfolios and strengthen their clients’ strategies.

Kevin’s drive to deliver creative research solutions began when he successfully created and grew the pension consulting group at Paine Webber into one of the premier pension consulting firms for middle market funds. The desire to start his own firm consequently led him to found McBryan, Malone and Russell, an investment management firm specializing in option strategies, where he directed marketing and fine‐tuned investment strategy. Following a brief tenure at Alliance Capital Management, Kevin once again followed his passion for providing in‐depth and innovative research by founding Greenrock Research in 1996.

Kevin served as Chairman of the Loras College Board of Regents and of CURE (Citizens United for Research in Epilepsy). He is currently on the Board of Directors of the Epilepsy Therapy Project and the Finance Committee of St. Ignatius College Prep. Not one to leave his passion at the office, Kevin is also an avid cyclist and cook.

Other Speakers

  • Glenn Spencer
    Chief Executive Officer
    Prime Capital Investment Advisors
  • Yonah Sturmwind
    Manager, Commercial Lending Specialty Originations
    Alliant Credit Union
  • Igor DaCosta
    Managing Director
    Portfolio Advisors
  • Mark Solovy
    Managing Director, Co-Head of Technology Finance and Head of Venture Debt
    Monroe Capital, LLC