Mallon FitzPatrick, CFP®, AEP®, CLU®
Managing Director, Principal, Head of Wealth Planning
Mallon FitzPatrick leads Robertson Stephens’ Wealth Planning Team and is instrumental in scaling and delivering comprehensive wealth planning solutions for high and ultra-high net worth clients. He works closely with prospects and clients to understand their immediate concerns, objectives, biases and behavioral characteristics. He collaborates with clients to develop a strategy integrating tax planning, risk management, philanthropy, liquidity and balance sheet management, estate planning and investments. Ultimately, the client is provided with a cohesive wealth plan that helps increase the likelihood of experiencing good outcomes, meets their objectives and aligns with their preferences.
He and his team also create original planning content on a weekly basis to educate clients on timely planning opportunities. Mallon was featured in the New York Times, Barron’s, Forbes, IBD, Bloomberg, and CNBC, among many other publications. He is a guest columnist for Rethinking65 and was featured on Cheddar News, Investment News, and the TD Ameritrade Network broadcasts. Mallon won a Wealthmanagement.com Wealthie award for Rising Star in 2022 and was a finalist for ThinkAdvisors Luminaries award for Thought Leadership and Education in 2023.
Mallon has over 24 years of experience in the wealth management industry. Prior to joining Robertson Stephens, Mallon was a Wealth Advisor at Safran Wealth Advisors, LLC a SEC registered investment advisor located in New York, NY. At Safran, he managed client relationships, created and implemented comprehensive plans, and was responsible for trading and investing. He founded Garden Street Advisors, a NY-registered investment advisor, and merged it into Safran Wealth Advisors. Prior to this, Mallon held senior roles on JP Morgan Private Bank’s Digital Wealth Team, Capgemini’s Wealth Management Team, and Private Client Resources, LLC. In these roles, he was primarily focused on bringing clarity to the financial lives of family offices and high/ultra-high net worth families through the use of digital wealth services.
Mallon graduated from Lehigh University with a degree in Industrial Engineering. He earned his CFP® through NYU’s partnership with Dalton and a CLU® from the American College of Financial Services. Mallon earned an AEP® designation, which is a graduate-level specialization designed to recognize educated, knowledgeable, experienced, and ethical professionals within the multi-disciplinary profession of estate planning. He is a member of the Estate Planning Council of New York City and the Financial Planning Association and serves as President of the Board for the Sag Harbor Whaling Museum.
Mallon enjoys spending weekends with his wife and two children in Sag Harbor. His interests include philosophy, sailing, rock climbing, and cooking.
