Jean Pierre Malo
Corporate Officer/Principal at CFA Institute
Profile
Jean Pierre Malo is the founder of Houston Global Investors, LLC, which was founded in 2009.
He held the title of Founding Partner.
Mr. Malo's current jobs include being a Member of the CFA Institute and a Member of the Society of Financial Analysts of Houston.
Mr. Malo's former jobs include being a Managing Director & Portfolio Manager at Avalon Advisors LLC from 2013 to 2021, an Independent Non-Executive Director at Actelion Ltd.
from 2014 to 2017, and a Chief Investment Officer at Vaughan Nelson Investment Management LP.
He was also the Chief Investment Officer at Breen Investors LP from 2000 to 2008 and a Partner at Daniel Breen & Co LP from 1989 to 1997.
Additionally, he worked as a Corporate Banker at Credit Agricole Indosuez (New York) in 1989 and as a Financial Analyst at the Embassy of France (Singapore) in 1978.
Mr. Malo received an MBA degree from ESSEC Business School in 1977.
Jean Pierre Malo active positions
| Companies | Position | Start |
|---|---|---|
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Corporate Officer/Principal | 20/05/2010 |
| Society of Financial Analysts of Houston | Corporate Officer/Principal | 20/05/2010 |
Former positions of Jean Pierre Malo
| Companies | Position | End |
|---|---|---|
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Portfolio Manager-Equities | 31/05/2021 |
| ACTELION | Director/Board Member | 15/06/2017 |
Houston Global Investors, LLC
 Houston Global Investors, LLC Investment ManagersFinance Houston Global Investors, LLC provides investment advisory services. The company was founded by Jean Pierre Malo and Catherine Sherman woodruff and is headquartered in Houston, TX. | Founder | 16/05/2011 |
Breen Investors LP
 Breen Investors LP Investment ManagersFinance Breen Investors LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 2002 as formerly known as Breeco Management LP. Breen Investors provides portfolio management services to high-net-worth individuals, corporate pension and profit-sharing plans, pooled investment vehicles, charitable organizations and other businesses. | Chief Investment Officer | 31/12/2007 |
Daniel Breen & Co LP
 Daniel Breen & Co LP Investment Banks/BrokersFinance Part of MetLife, Inc., Daniel Breen & Co LP is an investment advisory firm. The company is based in Houston, TX. Daniel Breen & Co was acquired by New England Investment Cos on September 23, 1997. | Corporate Officer/Principal | 31/12/1996 |
Training of Jean Pierre Malo
| ESSEC Business School | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 10 |
|---|---|
Breen Investors LP
Breen Investors LP Investment ManagersFinance Breen Investors LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded in 2002 as formerly known as Breeco Management LP. Breen Investors provides portfolio management services to high-net-worth individuals, corporate pension and profit-sharing plans, pooled investment vehicles, charitable organizations and other businesses. | Finance |
Actelion Ltd.
 Actelion Ltd. Pharmaceuticals: MajorHealth Technology Actelion Ltd. develops, produces and markets pharmaceutical drugs. The firm engages in research, development, manufacturing, and distribution of pharmaceutical, biological, and diagnostic products. The company was founded by Jean-Paul Clozel, Martine Clozel, Walter Fischli, André J. Müller and Thomas Widmann on December 30, 1999 and is headquartered in Allschwil, Switzerland. | Health Technology |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Commercial Services |
| Society of Financial Analysts of Houston | |
Daniel Breen & Co LP
Daniel Breen & Co LP Investment Banks/BrokersFinance Part of MetLife, Inc., Daniel Breen & Co LP is an investment advisory firm. The company is based in Houston, TX. Daniel Breen & Co was acquired by New England Investment Cos on September 23, 1997. | Finance |
| Credit Agricole Indosuez (New York) | |
| Embassy of France (Singapore) | Government |
Houston Global Investors, LLC
Houston Global Investors, LLC Investment ManagersFinance Houston Global Investors, LLC provides investment advisory services. The company was founded by Jean Pierre Malo and Catherine Sherman woodruff and is headquartered in Houston, TX. | Finance |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Vaughan Nelson Investment Management LP
 Vaughan Nelson Investment Management LP Investment ManagersFinance Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals. | Finance |
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