About My Practice
Catalyst provides financial planning, investment consulting and fiduciary auditing services on a fee-only basis to individuals, families, trusts, foundations and retirement plans. Our focused and objective 5-Step Investment Management Process serves as a catalyst for the attainment of our clients' goals.
Madelyn has been an investment consultant for twentyseven years and a Certified Financial Planner™ during the last sixteen. Formerly an assistant professor and director of Financial Planning Programs at Golden Gate University, she brings a highly sophisticated level of financial planning and investment management expertise to our clients. Prior to founding Catalyst, Ms. Mallory served as a stockbroker at Dean Witter (now Morgan Stanley) and established the north pacific investment advisory practice for the accounting firm, KPMG/Peat Marwick. Madelyn has been an instructor and member of the advisory board for the certificate programs in Finance and Personal Financial Planning at U.C. Berkeley. She is currently a trustee of Golden Gate University. Madelyn is a retired board member of the Regional Parks Foundation and chaired their Planned Giving Committee. She has been a member of the board of directors of the Financial Planning Association of San Francisco and is a founding member of Environmental Entrepreneurs, a group of Silicon Valley business owners and entrepreneurs focused on environmental issues. She has a B. S. (with honors) in Political Economy of Natural Resources from U.C. Berkeley and an MBA in Finance from Golden Gate University.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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