About Rob Malenfant
Rob Malenfant is a Morgan Stanley Family Wealth Director. With over 20 years of experience, Rob provides strategic investment advice and counsel to foundations and endowments, corporate retirement plans, family offices, government organizations and to affluent families.
After earning a Bachelor of Arts degree in Economics from Tufts University, Rob started his career in the financial services industry with Fleet Bank as a lending officer. In 1994, he joined Smith Barney as a Financial Advisor and was consistently recognized as a Blue-Chip Council Advisor. Over the last 20 years, in addition to having spent time as an Advisor, he has held a succession of training, branch management and leadership roles.
During his tenure at Morgan Stanley Smith Barney, Rob has earned the respect of the financial advisor community and senior management through branch management roles in major marketplaces, including NYC, Los Angeles and Boston. He’s also been recognized within the industry as a Top 100 Branch Manager for 2007, 2010, 2011, 2012 & 2013. In May of 2013, Rob was featured on the cover of On Wall Street Magazine as a nationally ranked Top 10 Branch Manager of the Year. In addition, Rob has achieved the Family Wealth Director designation which is a title held by select Advisors and Managers uniquely qualified to service the High-Net-Worth marketplace.
Actively involved in the community, Rob coaches youth sports and volunteers with the Special Olympics and Homestart, a non-profit centered on the homeless in Greater Boston. He serves on the advisory board of Central Catholic High School and has also been a guest lecturer at the Brandeis International Business School. Rob is a graduate of Tufts University and enjoys running, golf and landscape gardening. He and his wife Cathy reside in Weston, MA with their two children.
2007, 2010-2013 On Wall Street's Top 100 Branch Managers, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. The rating may not be representative of any one client's experience and is not indicative of the Branch Manager's future performance. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating.
2013 On Wall Street's Top 10 Branch Manager Honorees, as identified by On Wall Street, uses criteria, such as achievements during the year; ability to identify, recruit, develop, retain and reward talented Financial Advisors and dedication to the goal of providing superior client service. The Honorees are selected from the pool of nominees by judges chosen by On Wall Street. The rating may not be representative of any one client's experience and is not indicative of the Branch Manager's future performance. Neither Morgan Stanley Smith Barney LLC nor its Branch Managers pay a fee to On Wall Street in exchange for the rating.
Securities Agent: IL, KS, OH, SC, VA, VT, WA, TX, OR, MI, MA, DC, CT, AZ, TN, CO, FL, NC, NV, HI, IN, WI, PA, NJ, LA, CA, GA, NM, MO, MN, DE, NY, KY, ME, NH, RI, UT, MD; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 101875