Kris Maleski, AIF in

Kris Maleski, AIF

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Financial Advisor / Senior Relationship Manager at HUB International Mid-Atlantic
📍 Washington, District of Columbia, United States

Kris Maleski is a Senior Financial Advisor at HUB International with over 15 years of experience specializing in retirement plan consulting and wealth management. He holds an Accredited Investment Fiduciary (AIF®) designation and has been recognized as a NAPA Net "Ace Under 40" and one of PLANADVISERs Top 100 Retirement Plan Advisers.

Outside of work, Kris is actively involved with the Washington Area Total Rewards Association (WATRA). He enjoys spending time with his family, running, hiking, and being near the water.

He has helped manage over $600 million in assets in a previous role as a Senior Portfolio Trader and Investment Analyst.

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Experience
11 Years
Current Role
Financial Advisor / Senior Relationship Manager
Job Level
Middle
Location
Washington, District of Columbia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kris cares about

Retirement Plan Design
Specializes in designing and implementing a wide range of retirement plans for businesses, including 401(k), Cash Balance, and Non-Qualified Deferred Compensation plans.
Fiduciary Responsibility
Holds the Accredited Investment Fiduciary (AIF®) designation, indicating a focus on acting in the best interest of his clients and their employees.
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Career

Work history

7-2019
Financial Advisor / Senior Relationship Manager
HUB International Mid-Atlantic
1-2022
Board Member - Community & Membership Committee
Washington Area Total Rewards Association (WATRA)
12-2021
Communications Member Representative
HR Alliance DC
9-2015 - 7-2019
Investment Analyst
Strategic Financial Associates, LLC
1-2014 - 8-2015
Portfolio Analyst
Strategic Wealth Management Group LLC
In the press

Media appearances

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Education
2005 - 2009
Bachelors of Science
Gannon University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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