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Christina Siegel Malbon, CFA

Assistant Portfolio Manager

Christina Malbon, CFA has worked as a Research Analyst with Samantha McLemore since 2013 and as Assistant Portfolio Manager on the Opportunity Trust since 2023. Christina has a BA in Economics and Business Administration from Rhodes College in Memphis, Tenn., where she studied abroad in both Belgium and Italy, focusing on international business, politics and economics. Christina completed a Master's in Innovation, Entrepreneurship and Management at Imperial College in London. She previously worked as a Financial Analyst intern at Dobbs Equity Partners LLC and an Investment Research Group intern at Duncan-Williams Inc. She earned her CFA designation in 2017.

Christina Siegel Malbon, CFA

Recent Blog Posts

Quarterly Investment Review

Christina Siegel Malbon | 04/10/24

1Q24 Quarterly Investment Review

Christina Malbon, CFA reviews the strategy and changes in the first quarter of 2024.

Market Highlights

Christina Siegel Malbon | 04/03/24

Market Highlights 1Q 2024

Christina Malbon, CFA Discusses the market highlights of the first quarter of 2024

Investor Insights

Christina Siegel Malbon | 02/06/24

Is now the time for Small-Cap Outperformance?

Given small-caps’ significant recent underperformance, many are enthusiastic about their potential to outperform in the future. Is this an easy mean reversion call? Not so fast.