After retiring from the financial industry, where he worked as managing director of mergers and acquisitions at Kidder Peabody & Company, Bill and his wife, Carol moved to Jackson Hole, Wyoming. Bill took “early retirement” in 1992. In addition to his considerable contributions and leadership with Mack Financial, Bill also serves in leadership roles on three nonprofit boards and enjoys skiing, trout fishing, and cycling — sometimes all in one day.
Bill has been involved in multiple business ventures, including asset management, private equity, venture capital, and life insurance consulting before being introduced to Richard Mack by a mutual friend during the winter of 2013. Bill had been acting as an independent consultant with another M Financial firm which had been acquired by Prudential. After numerous conversations with Richard Mack and, most importantly, discovering a mutual philosophy of always trying to do the right thing for the client, a bond was formed. In the last three years Bill has been a key component of Mack Financial Group – mentoring, educating and leading the way for all of us.
Bill says, “The decision to join with Mack Financial has been a really good one. It is not often that one has an opportunity to work with a business model that combines highly proprietary, customized financial solutions with significantly lower cost to the client. Proprietary products and services typically command premium pricing. I have been able to introduce our solutions to a wide variety of friends and advisors in Jackson Hole and throughout the country. It’s been fun and I’m still able to ski every day and participate on the boards of three charitable organizations, as well as my college, Holy Cross. Richard and his team have been wonderful to work with, and I look forward to continuing this relationship for many years.”
Beautiful Jackson Hole, Wyoming features another Mack Financial Group partner office. William “Bill” Maloney is the Director the MFG Partner’s Jackson Hole Office in Teton Village. Bill began his career in financial services in 1968 with a regional investment firm in Pittsburgh. After holding several positions including investment strategist and investment banking, Bill took early retirement in 1992. He and his wife moved to Jackson Hole and have called it home ever since.
Why Elon Musk is such a Great Communicator
By: Ariel Schwartz – Tech Insider
Listen to Elon Musk talk long enough and pretty soon you get swept up in ideas about the future. Sure, we’ll all drive electric cars.
7 Things to Say When a Conversation Turns Negative
By: Kathleen Kelley Reardon – HBR
Every person is at least 75% responsible for how others treat them.Our verbal and nonverbal actions limit or expand the options of others.
Responsibilities: New Business and Client Services
Katie Rose grew up in the town of Chesterfield, Indiana. There, she attended Burris Laboratory School and took risk management and insurance classes where she found her interest in life insurance. From there she attended Purdue University where she continued her studies in actuarial sciences and statistics. Katie Rose has a strong work ethic and still enjoys filling in on weekends at White River Club, a health and fitness center. She also works part-time at Klipsch Music Center in Noblesville, Indiana; in the merchandise department. Katie Rose appreciates that her work aligns with her interests in fitness, music, and life insurance.
Purdue University – Double Major in Actuarial Science and Statistics, Minor in Management
“I love traveling. Through Purdue, I studied abroad in Valencia, Spain. I’ve traveled around the world twice with my family. I’ve been to every continent except Antarctica.”
Katie Rose also loves to bake treats, especially cookies and cupcakes, and bringing them to work. (Which we love as well!)
Why do you enjoy being a part of the MFG Team?
“Loyalty is an important value to me and I feel that at Mack Financial Group. I love working with people who genuinely enjoy what they do. This is my first job out of college and I am grateful to have found a company that makes me feel so welcome and eager for me to learn. I have learned a lot from everyone in the office and I’m excited to keep growing.”
Email: [email protected]
Private Wealth: A Class of Its Own
M Financial Group has been on the client’s side of the table for 30 years now. Our CEO and President, Richard Mack (pictured on left) is also featured in this article from Private Wealth Magazine.
What Member Firms Value About M Financial Group
Member Firms value the intellectual capability, drive to succeed, client advocacy, perpetual innovation, integrity, and strong relationships that have come to define M Financial and the M Community.