Malcolm Lunn
Vice President- Defined Contribution Investment Only Specialist at Multi-Affiliate Boutique Asset Manager | Greater Houston
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Vice President- Defined Contribution Investment Only Specialist at Multi-Affiliate Boutique Asset Manager in August 2016 to Present
Managing Director- Sales Manager DCIO at Virtus Investment Partners in September 2023 to Present
Vice President at Virtus Investment Partners in June 2017 to October 2023
Senior Vice President- Director of Business Development at Oak Ridge Investments in September 2014 to August 2016
Regional Retirement Director at Goldman Sachs in April 2009 to September 2014
Retirement and Annuity Consultant at UBS Financial Services, Inc. in January 2004 to January 2009
Retirement Planning Advisor at Merrill Lynch in November 2001 to October 2004
Financial Advisor at Merrill Lynch in January 1997 to January 2001
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San Jose State University, Bachelor of Science (B.S.), January 1990 to January 1994
College for Financial Planning, Master of Science (MS)
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Retirement Planning
Retirement
Fixed Annuities
Asset Allocation
Investments
Wealth Management
Asset Management
Mutual Funds
Alternative Investments
Investment Advisory
Portfolio Management
Equities
Defined Benefit Asset Allocation
Defined Contribution Menu Optimization
Variable Annuities
Financial Advisory
Financial Services
Investment Strategies
Series 7
Series 63
401k
Financial Planning
Pensions
Fixed Income
Investment Management
Hold Series 7
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What is Malcolm Lunn email address?
Email Malcolm Lunn at [email protected] and [email protected]. This email is the most updated Malcolm Lunn's email found in 2026.
How to contact Malcolm Lunn?
To contact Malcolm Lunn send an email to [email protected] or [email protected].
What company does Malcolm Lunn work for?
Malcolm Lunn works for Multi-Affiliate Boutique Asset Manager
What is Malcolm Lunn's role at Multi-Affiliate Boutique Asset Manager?
Malcolm Lunn is Vice President- Defined Contribution Investment Only Specialist
What is Malcolm Lunn's Phone Number?
Malcolm Lunn's phone +44 ** **** *302
What industry does Malcolm Lunn work in?
Malcolm Lunn works in the Financial Services industry.
Malcolm Lunn Email Addresses
Malcolm Lunn Phone Numbers
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