M1 CAPITAL MANAGEMENT - Key Persons
Job Titles:
- Investment Advisor
- CFP®, Is a Certified Financial Planner
Antonio DeSano CFP®, is a Certified Financial Planner.
Antonio DeSano graduated in 2010 from Northwood University with his degree in Business Administration and Banking/Finance. He has been working in the financial industry since then at the global firms of JPMorgan Chase and UBS before moving to an independent firm serving as a Financial Advisor and Financial Planning Director at Blumark Financial Services. Antonio joined the M1 Capital Management family in January 2022 to serve primarily as a Financial Advisor and run the Financial Planning Department. He believes the only way to serve his clients is TRUE financial planning which gives detailed advice and educates on all key aspects: Cashflow, Insurance (Protection), Investments, Taxes, Employer Benefits, and Estate. What he enjoys most working in this industry is getting to know various individuals and solving their financial problems they may have at the time while illustrating the path to reaching their financial goals. The only way to accomplish this is knowing the whole financial picture and bringing the pieces together.
Antonio is a father of two daughters, Alexa and Giana, which is where he enjoys spending his free time the most whether it is coaching Giana's basketball team or going to watch Alexa at her gymnastics competitions. He is a very dedicated Michigan football and basketball fan and all things Detroit sports. When Antonio is not attending kids sports or watching his own he mostly enjoys spending time with family and friends whenever he gets the chance and exercising.
Job Titles:
- Associate Advisor, Paraplanner
David Salvati has over three years of experience working in the financial industry. He graduated from Wayne State University with a Bachelor's degree of Science in Business Administration with a major in Finance. He previously worked as a Financial Advisor at Merrill Lynch. David joined M1 Capital Management in October 2022 as an Associate Advisor and Paraplanner. David believes in the focus of comprehensive financial planning when providing wealth management services.
In his spare time, he enjoys playing golf, going to concerts, exercising, nutrition, sports and spending time with his family and friends. David served five years active duty as a United States Marine and is a veteran of the war in Afghanistan.
Job Titles:
- Client Service Administrator
Emma Wiegand graduated from Central Michigan University in May of 2020 with a degree in Personal Financial Planning. She began working for an independent financial planning firm, Blumark Financial Advisors, and later decided to seek other opportunities in the financial field. In January of 2022, Emma joined the Innovative Investment Services team as the Client Service Administrator to help further her future goals and experiences. She is excited to see her growth in the industry and company as she expands her knowledge.
Emma enjoys spending her free time with close friends and family members. When she is not with her friends or family, Emma keeps busy by entertaining her dog, Henry, or diving into a good book.
Job Titles:
- Client Services Associate After Obtaining Her Degree from the University of
Jessica A. Harrell joined M1 Capital Management in October 2023 as Client Services Associate after obtaining her degree from the University of Michigan-Dearborn. While at U of M she studied Finance with a focus on Wealth Management. Jessica plans to expand her knowledge of Financial Planning with aspirations of becoming a Financial Advisor.
In her spare time, Jessica enjoys outings with her friends and family and is an active member of Zeta Phi Beta Sorority, Inc.
Job Titles:
- Operations Manager, Senior Client Services Administrator
- Operations Manager, Senior Client Services Manager
Kathleen is originally from Southeast Michigan. She attended Michigan State University and graduated with a BS & BA in Food Systems Management and Economics.
In her free time, she enjoys spending time with her family, cooking and traveling.
She has five years of industry experience, having previously spent 26 years in one of the most challenging yet rewarding jobs imaginable--managing a household and raising 4 beautiful daughters.
Kathleen has a wide range of responsibilities including preparing and executing paperwork for new and existing clients. She continually provides exceptional client service by working closely with existing clients, the broker-dealer, other custodians and outside companies. In addition to scheduling meetings, she manages a wide-range of administrative duties that improve productivity of day-to-day procedures.
Job Titles:
- Senior Client Relationship Manager / Office Manager
Kristy has been with M1 Capital Management since its founding in 2011. With over 20 years of experience in client services, her knowledge, positive attitude and passion for helping others makes her a trusted and loyal resource. She believes in the highest standard of customer service and attention to detail.
She earned her BA in Finance from Baker College. Kristy began her career as an administrative assistant for Paul Dunbar at Michigan National Bank, in the wealth management division. While there she was a big part of the many mergers & acquisitions within the bank and built long lasting relationships with clients before following Paul to TOS (thinkorswim) Advisors and then helping to establish M1 Capital Management with both Paul & Robert Stapleton.
Outside of work, Kristy spends most of her time with her husband, raising their 4 beautiful children and golden retriever. She enjoys watching her kids compete in many different sports and loves to read.
Job Titles:
- Executive Assistant & Human Resources
Ryan Malloch earned a degree in Business Administration with a major in finance and minor in accounting from Western Michigan University. Mr. Malloch has been in the financial services industry for over twenty years. He has worked at the global firms of Smith Barney and United Bank of Switzerland (UBS). In 2003, Mr. Malloch founded Innovative Investment Services (IIS), an independent financial services company. In starting IIS, Mr. Malloch felt people should be able to receive independent, holistic advice on all of their financial concerns, with a process for managing investments and income distributions. To accomplish this, a variety of financial professionals work together to make sure that not one part of a client's financial situation is neglected for the benefit of another.
Mr. Malloch has an extensive finance and accounting background and is a frequent speaker at educational workshops throughout Michigan. He has taught a variety of classes for many local schools and businesses (Ex. Chrysler, Metro Detroit Hospitals, Keller Williams, Macomb Community College, Lansing Community College and Washtenaw Community College). Through these classes Mr. Malloch has been instrumental in helping thousands of people develop a secure financial plan.
Mr. Malloch is married to his wonderful wife Michelle and has one daughter Berlynn. In his free time, he enjoys spending time with his family, camping, college football and hockey.