David J. Malone, CLU, ChFC
Chairman & CEO
“Always happy, never satisfied.” – David J. Malone
Professional History & Education
David is a co-owner and co-founder of Gateway Financial, providing key leadership since 1982. He is responsible for building and managing relationships for the firm. David has sophisticated insight and experience in all areas of financial, benefits, and generational wealth planning for individuals having net worth of $20 million or more and is adept at the design and funding of executive benefits for both public and private companies. His extensive experience in wealth preservation and business continuity planning creates opportunities to work with a variety of individuals and business owners.
David works closely with clients and their advisors and guides them through the insurance acquisition process, educating them on the economics and risks to create a personalized estate plan. Keeping current on industry trends and changing products allows David to design plans meant to keep his clients at the pinnacle of efficient wealth planning strategies. David creates a clear vision for Gateway, empowering the Executive team and employees to build an effective organization. The empathy David has for his clients and the synergy he creates among his relationships are hallmarks of his success. He is a passionate advocate for various community organizations and is particularly interested in workforce development and education issues. He is Chairman of Partner4Work and serves on the boards of United Way, the Allegheny Conference on Community Development, the SneeReinhardt Charitable Foundation, Laurel Valley Golf Club, the Pittsburgh Penguins Foundation, and Robert Morris University, among many others. David has received several awards for his community involvement, including: the Jewish Nation Fund Tree of Life Award, American Ireland Fund Chairman’s Award and the Fred Thieman Mentoring Partnership of Southwestern PA Award.
David is also a board member of Highmark Health/Highmark, Inc. and FNB Corporation.
David lives in Pittsburgh, PA. He has three grown children, six grandchildren and enjoys yoga, golf, and staying active. David has run marathons and participated in century cycling events. Fun facts: David played basketball at Allegheny College.
California Insurance License Number 0C26326
Arkansas Insurance License 1712988
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Gateway Financial Group is independently owned and operated