Jean Malo, CFA

Jean Malo, CFA

Managing Director

Portfolio Manager – International Equities, Global Equities

Jean Malo, CFA is a Managing Director and Manager of the International Equities and Global Equities Portfolios at Avalon Advisors. Jean has over 30 years of domestic and international investment management experience. During his career, he has worked and lived in Houston, New York, France, Saudi Arabia, and Singapore. Prior to joining Avalon Advisors, Jean spent four years as Co-Founder of Houston Global Investors, a Houston-based registered investment advisor, where he managed both Global and International equity portfolios. Prior to Houston Global Investors, Jean was Co-Founder and Chief Investment Officer of Breen Investors LP for eight years. Jean served as Chief Investment Officer for Vaughan Nelson Scarborough and McCullough, a Houston-based investment firm managing over $5 billion of assets. Jean was a partner at Daniel Breen & Co. from 1989 to 1997 where he managed both equity and fixed income portfolios for large domestic and European institutions. During that time he also developed several new fixed income and equity strategies. From 1982 to 1989, he was a corporate banker for Banque Indosuez and worked in both New York, leading the fixed income derivatives sales desk, and Houston. From 1978 to 1982, he was a corporate banker for Al Bank Al Saudi Al Fransi, a publicly traded Saudi bank, where he was involved in trade and project financing for major oil and engineering companies in the Middle East, Europe, US, and Japan. Between 1977 and 1978, he was an analyst at the French Embassy in Singapore. He is a Chartered Financial Analyst and a member of the CFA Institute and the Houston Society of Financial Analysts.

 

Education

  • M.B.A., Essec, France (1977)
  • Lycée Louis le Grand, Paris

 

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