David A. Mallach
Managing Director 
Wealth Management Advisor
Senior Portfolio Manager

“There’s a rhyme and a reason to what we do. Some clients want income. Others want growth or a combination of both. Clients look forward to positive outcomes and so do we.”

David joined Merrill Lynch Wealth Management in 1971 and has never looked back (which characterizes his investment approach). In addition to helping affluent clients develop and implement strategies for income growth and capital appreciation, David is also a published author of ten novels who has lectured to investors and investment advisors in the United States, Europe, the Middle East, and Latin America. 

In addition to being a FINRA Arbitrator, David was the recipient of the firm’s David Brady Award.  The David Brady Award is an internal award honoring David Brady, who lost his life in the World Trade Center attacks of September 11, 2001. David was a man who exhibited a high standard of excellence and commitment to his clients. The award is given annually to Wealth Management employees who best demonstrate the spirit of partnership and what it means to go beyond expectations in their dedication and commitment to clients. In 2012, he was selected as one of the top 1,000 advisors in America by Barron’s Magazine for the third year in a row (published annually in February. Rankings based on data as of September 30 of prior year.)  David is a graduate of Troy University and holds a Bachelor of Science degree in Business. His professional career has been spent in the Philadelphia area where he and his wife, Lisa, have raised five children (John and Kyle work with David at Merrill). David rang the Closing Bell at the New York Stock Exchange on August 1, 2023. He is a licensed pilot, David’s passions include flying, traveling, and family time.


*Bank of America Corporation’s David Brady Community Service Award is named for David Brady, a Merrill financial advisor who died in the
terrorist attacks of September 11, 2001. He was highly respected for putting the client first and giving back to his community. The award
that bears his name was created in 2007 and seeks to honor individuals within Bank of America Corporation Global Wealth & Investment
Management who continue to emulate David’s ethos

**Source: The Barron’s “Top 1,000 Financial Advisors: State-by-State” list, published annually in February. Rankings based on data as of
September 30 of prior year.

Advisors considered for the “America’s Top 1,000 Financial Advisors: State-by-State” ranking have a minimum of seven years of financial
services experience and have been employed at their current firm for at least one year. Quantitative and qualitative measures used to
determine the Advisor rankings include: client assets, return on assets, client satisfaction/retention, compliance records, and community
involvement, among others. Barron’s does not receive compensation from Advisors, participating firms and their affiliates, or the media
in exchange for rankings. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. The ranking or ratings shown here
may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings
or ratings are not indicative of any future performance or investment outcome.

Kyle C. Mallach
Managing Director
Senior Financial Advisor
Senior Portfolio Manager

Kyle is a Managing Director, Senior Financial Advisor with Merrill. Kyle’s areas of concentration within the Global Wealth & Investment Management space includes portfolio construction with a focus on comprehensive wealth management planning, customized investment strategies, lending, banking through Bank of America, N.A., and insurance.

Kyle is committed to ongoing professional education to help clients understand market changes and present them with potential solutions.  Kyle is a Senior Portfolio Manager (SPM), holds a Certified Plan Fiduciary Advisor (CPFA) designation, and is a Retirement Benefits Consultant (RBC) which allows his team to be able to deliver access to the firm’s fiduciary advisory services. He currently holds his Series 7 and 66 FINRA registrations and has been named to Forbes “Best in State Wealth Advisors” in 2018, 2019, 2020 and 2021 (published annually Jan - April. Rankings based on data as of June 30 of prior year.)

At Bank of America and Merrill, Kyle has served as a member of the office local Advisor Growth Network and Business Office Ambassador Program to help develop a framework that will provide more efficiencies within the Bank of America enterprise platforms.

Kyle graduated from LaSalle College High School, attended Australia’s University of Queensland, and graduated from Saint Joseph’s University’s Haub School of Business with a Bachelor’s degree in finance.  Kyle is married with 2 children. As a resident of Pennsylvania he is passionate about health and wellness and a loyal fan of Philadelphia. He is a member of La Salle College High School Leadership Council and his local charities of interest include Make A Wish, United Way, CARIE, Unite for HER, and Bucks County SPCA.


*A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Lynch Wealth Management Advisors.


*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

John-David Mallach
Managing Director
Senior Financial Advisor
Portfolio Manager

“I’ve always been concerned about clients’ well being – from financial and health perspectives. If I can help a client enhance the quality of their life, I believe I’m offering value that can prove meaningful for years.”

John “grew up” at Merrill Lynch Wealth Management, working as a high school and college intern and reviewing (as he recalls) millions of dividend forecasts and earnings estimates. Since joining The Mallach Group on a full-time basis in 2000, John has helped implement integrated financial strategies to help clients optimize wealth across generations. John graduated from LaSalle College High School, studied International Business at the American Continental University in London, and holds a Bachelor of Science degree in Finance and Marketing from Fairfield University. An avid traveler and runner, John enjoys a healthy lifestyle of fitness and nutrition, and encourages clients to do the same. He resides in Center City and volunteers for various causes and at area events.