Private Wealth Management

Malcolm Cooper

Senior Vice President

Direct: (512) 542-3286

Philosophy & Approach

Malcolm has been in the industry for over 50 years. He and his two partners, Jolynn Free and Edward Moody, work collaboratively to create a wealth management plan that is consistent with their clients’ overall financial aspirations, while taking into account various factors such as liquidity needs and asset allocation preferences. According to Malcolm, “Many times, a client’s success in achieving their financial goals often depends on the investment strategy and the people they trust to implement it. Our team works together to develop and maintain a customized wealth management approach that can be adapted to meet a client’s changing needs.” He became a member of Stephens Private Client Group in 2012.

Lisa Maas is the team’s registered sales assistant. She has assisted them since 1990 and has been in the industry providing administrative assistance for over 30 years.

Experience & Education

Prior to joining Stephens as Senior Vice President, Malcolm was with Rauscher Pierce Refsnes, Inc., and its successor RBC Wealth Management. He began his career at Merrill Lynch, Pierce, Fenner & Smith, Inc. before joining Rotan Mosle Inc. and then Kidder Peabody & Co. Inc.

Malcolm earned a Bachelor of Business Administration and a Master in Business Administration from the University of Texas at Austin. He is a graduate of Stephens University, a custom wealth management program offered through Wake Forest University.

Personal

Malcolm and his wife, Robin, have four children, Doug, Cissy, Bess, and Chris, and seven grandchildren. When not spending time with his family and friends, Malcolm enjoys traveling, reading, playing the piano, and following sports.

Malcolm is deeply involved in the community. He has served on the board and as President of the Austin Children’s Museum, as a trustee and the Chairman of the Finance Committee of The Episcopal Theological Seminary of the Southwest, as President of the Capitol Area Council Boy Scouts, as King Brio XXXI and Lord Chancellor XXVIII of the Knights of the Symphony, as a board member of the Austin Symphony Orchestra, and on the board and as President of the Headliners Club of Austin. He remains engaged with the community as a member of the Executive Committee and Board of the Capitol Area Council Boy Scouts board member of the Westcave Preserve. He is a member of the Town and Gown of Austin and the University of Texas Admiral’s Club and is a Trustee for Trinity Episcopal School in Austin. He is a recipient of two honorary awards from the Boy Scouts – Silver Antelope and Silver Beaver. In 1988, he was awarded a Doctor of Humane Letters (Honoris Causa) from The Episcopal Theological Seminary of the Southwest.


You may obtain information regarding the background of our Financial Consultants by viewing their bio and by searching for them on the Financial Industry Regulatory Authority’s Broker Check website: www.finra.org/brokercheck

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