Josh Malkin

Josh Malkin

Formal First Name
Joshua (Josh)
1977 - present

Josh Malkin is a Managing Director, Private Wealth Advisor, and Chief Investment Officer of The Malkin Group at Morgan Stanley. With his financial and legal experience, he is responsible for all the investment and financial planning decisions—overseeing macroeconomic research and analysis; managing equity, fixed income and alternative investments; and sourcing and handling client relationships. Throughout his financial services career, Josh has received numerous distinctions from various industry publications, including The Financial Times, Barron's magazine, and Forbes magazine. He has also been recognized as one of the top Morgan Stanley Financial Advisors since 2014 as a Chairman’s Club Member. Josh is also highly involved in participating with numerous foundations on philanthropic activities.

Professional Experience

Academic History

Accolades and Recognition

  • On Wall Street Magazine's Top 40 Financial Advisors Under 40, 2015–2016
  • Registered Rep's Top 40 Wirehouse Financial Advisors Under 40, 2015
  • Forbes America's Top 250 Wealth Advisors, 2016–2020
  • Forbes Best-in-State Wealth Advisors, 2018–2020
  • Financial Times Top 400 Financial Advisors, 2017–2020
  • Barron's Top 1,200 Financial Advisors, 2016–2020
  • Chairman's Club Member, 2014–2020

Community Involvement

  • Food Allergy Research Education, FARE
  • End Allergies Together, EAT