Bryan R. Malis CFA®, CFP®
Managing Director
Education

B.A. in Accounting and Finance, University of Illinois at Urbana-Champaign

Professional Certifications

Chartered Financial Analyst®
CERTIFIED FINANCIAL PLANNER™ certificant

Personal

Enjoys family time, traveling, gardening, new gadgets, chocolate and baseball

Bryan R. Malis

Bryan R. Malis is a founding partner and Managing Director of Altair Advisers. For 30 years, he has worked with high-net-worth clients to provide financial planning, investment advice and fiscal peace of mind to his clients, which include current and former business owners, corporate executives, professionals and other people of wealth. Drawing upon his years of technical knowledge and advisory experience, Bryan is particularly skilled at guiding his clients through a complex maze of alternatives to provide practical solutions that fit each client’s particular needs, empowering his clients to make better decisions about their wealth.

In addition to his work with clients, Bryan has been a leader within the firm since its founding, having served for over 16 years on Altair’s Board of Managers, which has responsibility for oversight of firm policy, strategy and operations. He is a member of Altair’s Investment Committee, the central decision-making body which sets investment direction, approves recommended managers and determines tactical allocation changes.

Prior to founding Altair, Bryan held a senior position in the investment consulting practice Arthur Andersen, which he joined after several years in the financial counseling and investment consulting groups of Deloitte and Touche. His earlier experience came while at Mesirow Financial and Takaki Close & Associates.

Bryan is a CFA charterholder and a CERTIFIED FINANCIAL PLANNER™ certificant. He is a member of the CFA Society of Chicago. He is also a member Chicago Estate Planning Council where he served a long tenure on its board concluding as its president. Bryan received his bachelor’s degree in accountancy and finance from the University of Illinois at Urbana-Champaign.

Bryan’s philanthropic involvement includes a long tenure on the Board of Trustees of the Kohl Children’s Museum of Greater Chicago, where he is Treasurer, a member of the Executive Committee and Chairman of the Finance Committee.

Bryan and his wife, Michele, along with their son, reside in Glenview.