Matthew W. Malicki
Investment adviser representative at Birch Hill Investment Advisors LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Birch Hill Investment Advisors LLCDec 2022 to now
- Dolan Mceniry Capital ManagementDec 2018 to Dec 2022
- Echo Global LogisticsNov 2017 to Dec 2018
- Badger Mutual Insurance CompanyJun 2016 to Oct 2017
- Marquette UniversityAug 2013 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Birch Hill Investment Advisors LLC
$2.9BAssets managed
195Clients
9Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8211902
- Firm CRD
- 143750