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Wealth Management EDGE
June 9 - 11, 2026
The Boca Raton ResortBoca Raton, FL

Malcolm Polley
Director of Strategic Market Analysis at Stratos Investment Management
Speaker

Profile

Malcom joined Stratos Investment Management in January of 2024, bringing over 30 years of industry experience. He acts as Director of Strategic Market Analysis and curates a range of market commentaries. Prior to joining Stratos, Malcolm led the effort to form Stewart Capital Advisors, LLC, an SEC registered investment advisory subsidiary of S&T Bank. He acted as President and Chief Investment Officer for 18 years. Malcolm began his career in 1987 on Black Monday; and he has held leadership positions with many financial services organizations including S&T Wealth Management, Marquette Trust Company, Marquette Advisory Services, and West Bank. He received a BBA in finance from Iowa State University. He holds the Chartered Financial Analyst® designation and is a member and past president of the CFA® Society of Pittsburgh. Malcolm has served as adjunct faculty at the Eberly College of Business and Technology at the Indiana University of Pennsylvania. Malcolm often presents to client, community, and industry groups; and he has been a frequent guest on various financial and investment programs including Squawk Box, Squawk on the Street, Power Lunch, Closing Bell, Fox Business, Bloomberg TV and Bloomberg Radio. One of those appearances is quoted by Andrew Ross Sorkin in his bestselling book, Too Big to Fail.

Agenda Sessions

  • Opening Keynote - Looking Under the Hood: Demographic data and the potential economic impacts the headlines don’t cover

    10:35am