Denny O'Malley, Cfa, Cmt
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Denny O'Malley, Cfa, Cmt Email & Phone Number

Deputy Chief Investment Officer | Director of Operations at The Invictus Collective
Location: Chicago, Illinois, United States 12 work roles 1 school
1 work email found @nmfn.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Current company
The Invictus Collective
Role
Deputy Chief Investment Officer | Director of Operations
Location
Chicago, Illinois, United States

Who is Denny O'Malley, Cfa, Cmt? Overview

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Quick answer

Denny O'Malley, Cfa, Cmt is listed as Deputy Chief Investment Officer | Director of Operations at The Invictus Collective, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at nmfn.com and a matched LinkedIn profile for Denny O'Malley, Cfa, Cmt.

Denny O'Malley, Cfa, Cmt previously worked as Vice President - External Relationship Management at Blackrock and Regional Consultant at Spiderrock Advisors. Denny O'Malley, Cfa, Cmt holds Bachelor Of Science, Finance from Miami University.

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Email format at The Invictus Collective

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Profile bio

About Denny O'Malley, Cfa, Cmt

Multidimensional investment professional with a unique combination of portfolio management expertise, gold-standard certifications, technical proficiency, and strong communication skills. Resourceful, inquisitive, and proactive in gaining knowledge with a team-first attitude• Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) with comprehensive expertise for end-to-end investment decision-making proficiency• Investment analyst capable of leading the entire lifecycle of security and/or portfolio analysis, including building advanced Microsoft Excel-based Monte Carlo simulations, integrating AI for advanced functionality, and using financial technology and data platforms to identify macro, fundamental, and technical drivers of investment performance• Captivating investment communicator adept at explaining the full spectrum of investment products and their application within portfolios. Fluent in derivatives, equities, fixed income, options, structured notes, annuities, SMAs, ETFs, hedge funds, private equity, and mutual funds• Product specialist with granular understanding of a wide variety of portfolio construction methodologies, including factor-based investing, quantitative and fundamental active management, passive management, and derivatives-based risk modification• Dynamic public speaker with a strong executive presence, effectively communicating with key clients, board members, research analysts, investors, regulators, and media reporters• Experienced business development representative to FINRA-licensed Broker-Dealers and SEC-Registered Investment Advisor clients, with a wide breadth of capabilities for guiding investment professionals to make confident, educated allocation decisions (active Series 7, Series 6, Series 63, Series 65, Series 86, Series 87, and SIE licenses)In my free time, I am a 7ish-handicap golfer, defenseman on a recreational hockey team, and an avid traveler with 23 countries visited since 2013

Listed skills include Finance, Wealth Management, Financial Modeling, Financial Advisory, and 46 others.

Current workplace

Denny O'Malley, Cfa, Cmt's current company

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The Invictus Collective
The Invictus Collective
Deputy Chief Investment Officer | Director of Operations
Chicago, IL, US
Website
blackrock.com
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12 roles

Denny O'Malley, Cfa, Cmt work experience

A career timeline built from the work history available for this profile.

Vice President - External Relationship Management

Current
Blackrock

New York, NY, US

US Wealth Advisory - SpiderRock Advisors

May 2024 - Present

Cmt Charterholder

Current
Cmt Association, Inc.

New York, New York, US

Passed Level 1, Level 2, and Level 3 without fail.

Feb 2023 - Present

Cfa Charterholder

Current
Cfa Institute

Charlottesville, VA, US

Passed Level 1, Level 2, and Level 3 without fail.

Jan 2022 - Present

Director Of Investments

Halo Investing

Chicago, Illinois, US

  • Advised institutional investors regarding implementation of derivative-based investments within private wealth portfolios and asset manager model portfolios
  • Built Microsoft Excel-based Monte Carlo simulator tool with ChatGPT-generated code integration, and cultivated new business by presenting findings with Microsoft PowerPoint
  • Analyzed capital markets and generated detailed investment theses for distribution via email, website, and video content
  • Designed, populated, and managed a unique structured note product marketplace of 120+ opportunistic, tactical, and strategic investments by leveraging fundamental, technical, and Morningstar analyses
Sep 2021 - May 2023

Regional Director

Halo Investing

Chicago, Illinois, US

  • Generated new business with Registered Investment Advisors by implementing derivative-based investments including structured notes, buffered ETFs, and structured annuities
  • Guided wealth advisors to adopt derivative-based investment brokerage and analytics financial technology platform
  • Collaborated with internal stakeholders regarding top-of-funnel revenue generation strategy during $100M Series C fundraising round
  • Authored FINRA-approved structured investment educational collateral for investment professional and end-client use
Jun 2020 - Sep 2021

Associate Business Development Executive

Northern Trust Asset Management

Chicago, Illinois, US

  • Generated new business with wealth advisors by positioning Northern Trust’s quantitative equity, fixed income, and real asset ETF strategies in meetings and presentations
  • Leveraged Northern Trust's CIO team capital market assumptions and tactical asset allocation recommendations to educate wealth advisor clients and present investment products in-line with the global economy and capital.
  • Collaborated with subject matter experts and portfolio managers to generate and present personalized portfolio analyses for wealth manager clients
  • Managed critical territories totaling over $1B of equity and fixed income ETF client assets with 25% external field travel
Nov 2017 - Jun 2020

Principal

Venture Connects

Chicago, IL, US

  • Brokered transactions between angel investors / venture capitalists / accredited investors / private equity funds and early-stage entrepreneurs
  • Cultivated relationships with investors to implement suitable private equity investments
  • Collaborated with entrepreneurs to raise capital on their behalf
  • Keynote speaker at venture capital investor events
Jan 2017 - Sep 2017

Regional Consultant

Goldman Sachs

New York, New York, US

  • Generated new business with Broker-Dealer advisors in tandem with an external partner and portfolio analysts to optimize client portfolios and implement Goldman Sachs’ 100+ mutual funds, ETFs, hedge funds, and.
  • Top 20% in business development revenue production despite managing a bottom 20% territory measured by the asset size opportunity
Jan 2016 - Oct 2016

Internal Consultant

Cedar Capital
  • Generated new business with wealth advisors by positioning Good Harbor, Astor, and Leland Funds' liquid alternative strategies through phone, video, and email communication
Nov 2013 - Jan 2016

Financial Advisor

Northwestern Mutual

Milwaukee, WI, US

  • Advised successful professionals regarding their financial plan, investments, and insurance
  • Majority of revenue generated by cultivating warm referrals that were earned with exceptional service and knowledge
  • Leveraged a wide variety of technologies and software for wealth modeling and customized financial product analysis
Apr 2010 - Nov 2013
Team & coworkers

Colleagues at The Invictus Collective

Other employees you can reach at blackrock.com. View company contacts →

BG Bhavya Goel Bhavya Goel Colleague at The Invictus CollectiveAmritsar, Punjab, India, India View → PG Patrick Greenfield Patrick Greenfield Colleague at The Invictus CollectiveSan Francisco, California, United States, United States View → SC Sachin Chavan Sachin Chavan Colleague at The Invictus CollectiveMumbai, Maharashtra, India, India View → BB Byron Blake Byron Blake Colleague at The Invictus CollectiveHamilton, Waikato, New Zealand, New Zealand View → CS Chanchal Srivastava, Cfa Chanchal Srivastava, Cfa Colleague at The Invictus CollectiveBoston, Massachusetts, United States, United States View → JA Jawad Ahmad Jawad Ahmad Colleague at The Invictus CollectiveNew York, New York, United States, United States View → AB Aine Bannon Aine Bannon Colleague at The Invictus CollectiveUnited Kingdom, United Kingdom View → OO Orla O'Dwyer Orla O'Dwyer Colleague at The Invictus CollectiveSan Francisco, California, United States, United States View → RV Ryan Varghese Ryan Varghese Colleague at The Invictus CollectivePhiladelphia, Pennsylvania, United States, United States View → RJ Robert J. Eigenbauer, Cfa Robert J. Eigenbauer, Cfa Colleague at The Invictus CollectiveKendall Park, New Jersey, United States, United States View →
1 education record

Denny O'Malley, Cfa, Cmt education

  • Miami University
    Miami University
    Finance
FAQ

Frequently asked questions about Denny O'Malley, Cfa, Cmt

Quick answers generated from the profile data available on this page.

What company does Denny O'Malley, Cfa, Cmt work for?

Denny O'Malley, Cfa, Cmt works for The Invictus Collective.

What is Denny O'Malley, Cfa, Cmt's role at The Invictus Collective?

Denny O'Malley, Cfa, Cmt is listed as Deputy Chief Investment Officer | Director of Operations at The Invictus Collective.

What is Denny O'Malley, Cfa, Cmt's email address?

AeroLeads has found 1 work email signal at @nmfn.com for Denny O'Malley, Cfa, Cmt at The Invictus Collective.

Where is Denny O'Malley, Cfa, Cmt based?

Denny O'Malley, Cfa, Cmt is based in Chicago, Illinois, United States while working with The Invictus Collective.

What companies has Denny O'Malley, Cfa, Cmt worked for?

Denny O'Malley, Cfa, Cmt has worked for The Invictus Collective, Blackrock, Spiderrock Advisors, Cmt Association, Inc., and Cfa Institute.

Who are Denny O'Malley, Cfa, Cmt's colleagues at The Invictus Collective?

Denny O'Malley, Cfa, Cmt's colleagues at The Invictus Collective include Bhavya Goel, Patrick Greenfield, Sachin Chavan, Byron Blake, and Chanchal Srivastava, Cfa.

How can I contact Denny O'Malley, Cfa, Cmt?

You can use AeroLeads to view verified contact signals for Denny O'Malley, Cfa, Cmt at The Invictus Collective, including work email, phone, and LinkedIn data when available.

What schools did Denny O'Malley, Cfa, Cmt attend?

Denny O'Malley, Cfa, Cmt holds Bachelor Of Science, Finance from Miami University.

What skills is Denny O'Malley, Cfa, Cmt known for?

Denny O'Malley, Cfa, Cmt is listed with skills including Finance, Wealth Management, Financial Modeling, Financial Advisory, Asset Allocation, Leadership, Portfolio Management, and Investment Strategies.

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