Bryan Malis is a control person of Altair Advisers and directly owns between 10% and 25% of it. Bryan Malis holds a B.S. in Accounting and Finance from the University of Illinois at Urbana-Champaign.
Altair Advisers is an investment adviser based in Chicago, IL, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, investment companies and charitable organizations. Its regulatory assets under management total $9.76 billion, as filed on 31 March 2026. Its fees, ownership and offices are on the firm’s profile.
Bryan R. Malis is Managing Director of Altair Advisers. A founding partner with more than 35 years of experience, he provides customized financial planning and investment advice to high-net-worth individuals and families. He has served on Altair’s Board of Managers and is a member of the firm’s Investment Committee. Prior to founding Altair, he held a senior position in investment consulting at Arthur Andersen.
Professional designations
Listed by Altair Advisers
- CFA charterholder
- CERTIFIED FINANCIAL PLANNER™ certificant
- CRD
- 1853170
- Firm
- Altair Advisers · CRD 120642
- Role
- Member, Managing Director
- In role since
- April 2002 · 24 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Chicago, IL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altairadvisers.com
Where does Bryan Malis work?
Bryan Malis has been Member, Managing Director of Altair Advisers, LLC since April 2002, and is a control person of the firm.
Is Bryan Malis a CFP?
Altair Advisers lists Bryan Malis with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ certificant”) on its website. CFP Board confirms certification status.
Is Bryan Malis a CFA charterholder?
Altair Advisers lists Bryan Malis with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
How can I verify Bryan Malis’ record?
Bryan Malis’ role is listed on Altair Advisers, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 120642.
Rebekah KohmescherMember, Chief Executive Officer and Chief Compliance Officer
Browne ClaireDirector of Compliance
Allison DilibertoMember, Managing Director
Timothy FrenchMember, Managing Director, Chief Client Officer
Jason LaurieMember, Managing Director, Chief Investment Officer
David LinMember, Managing Director Head of Research and Due Diligence
Rachael MangoubiMember, Managing Director
Michael MurrayMember, Managing Director
Anna NicholsMember, Managing Director
Donald SorotaMember, Managing Director- Steven WeinsteinChairman