Jeff Malo is a control person of Andersen Tax and directly owns under 5% of it. Jeff Malo holds a BA in Political Science and Spanish from the College of the Holy Cross, a JD from the University of Connecticut School of Law and an LLM in Taxation from Georgetown University Law Center.
Andersen Tax is an investment adviser based in McLean, VA, registered with the SEC since 2003. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and other clients. Its regulatory assets under management total $6.35 billion, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
Jeff Malo is Managing Director of Andersen, based in New York. He works in the Andersen US National Tax office, focusing on IRS practice and procedure and tax controversy. He has over 25 years of experience in both tax and government service. Before Andersen, he was a trial attorney for the United States Department of Justice Tax Division in Washington, D.C.
- CRD
- 7358351
- Firm
- Andersen Tax · CRD 124205
- Role
- Managing Director, Board Member
- In role since
- January 2021 · 5 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- McLean, VA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- andersen.com
Where does Jeff Malo work?
Jeff Malo has been Managing Director, Board Member of Andersen Tax LLC since January 2021, and is a control person of the firm.
How can I verify Jeff Malo’s record?
Jeff Malo’s role is listed on Andersen Tax LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 124205.
Mark VorsatzChief Executive Officer/Managing Director/Chairman of Board
Neal LivingstonManaging Director/Chief Financial Officer- Morgan ChongChief Compliance Officer
Frank CassidyManaging Director/Board Member
Peter CosciaManaging Director/Board
Peter CroccoManaging Director/Board Member
William DeckelmanManaging Director/Chief Legal Officer
Daniel DepaoliCountry Managing Director
Mary DuffyManaging Director/Board Member
Matthew JufferManaging Director - Des Moines Ics
Joseph KarczewskiManaging Director/Board Member
Andrew KyriacouManaging Director - Boston Ics
Adam LevyManaging Director - New York Ics
Adam SteinbergerManaging Director/Board Member
Chad ThielManaging Director/Board Member
Brian UllspergerManaging Director - McLean Ics