Joseph Mallen

Custom Model Portfolios for the Fiduciary Financial Advisor

πŸ“ United StatesπŸ”„ Updated September 2026πŸ’Ό 1 investmentsπŸ“… 5 years investingπŸ—“ Last invested Jan 2021
VC🌍 United States
1
Total investments
0
Early stage
0
Mid stage
1
Late stage
5y
Years active

Portfolio

1 investments Β· sorted by recency
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Late stage
Angel Investor
2021
Gopher Angels is MNs top angel investing network. Founded in 2012, weve invested over $28M in 90 companies in Minnesota, the Midwest, and across the US. Were open to accredited angel investors - Join us!
Experience Β· 3 entries
All (3)
Investments (1)
2021
Angel Investor
2021
Gopher Angels is MNs top angel investing network. Founded in 2012, weve invested over $28M in 90 companies in Minnesota, the Midwest, and across the US. Were open to accredited angel investors - Join us!
2012
Senior Analyst
2012
Columbia Threadneedle Investments is a leading global asset management group that provides a broad range of investment strategies and solutions for individual, institutional and corporate clients around the world. With more than 2,500 people, including approximately 650 investment professionals based in North America, Europe and Asia, we manage over $600 billion* of assets across developed and emerging market equities, fixed income, asset allocation solutions and alternatives. *In U.S. dollars as of September 30, 2024. Source: Columbia Threadneedle Investments. Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies. Investment products offered through Columbia Management Investment Distributors, Inc., member FINRA. Advisory services provided by Columbia Management Investment Advisers, LLC. www.columbiathreadneedleus.com/social
2004
Vice President
2004
Mount Yale Capital Group, LLC is a leading portfolio design, asset management, and investment product development firm. We deliver our wide range of products and services to investors through Financial Planners, Registered Representatives, and Registered Investment Advisors. Through our Princeton Fund Advisors, LLC subsidiary we offer a suite of investment products. Our fund strategies include Private Equity, Private Credit, Master Limited Partnership, and Long-Short Credit. Visit our website to learn more about our investment capabilities, and the investment professionals who provide personalized advice and custom portfolios solutions. Mount Yale Investment Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mount Yale Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. As a registered investment advisory firm, we are restricted from posting, publishing or otherwise disclosing any form of testimonial which is related to our investment advisory services. LinkedIn recommendations and endorsements may be viewed as a testimonial. This policy requires that we block any recommendations or endorsements. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. Mount Yale Investment Advisors, LLC does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.