WELCOME TO

GREENWAY FAMILY OFFICE


When I founded Greenway in 2010 I had already been advising individuals, business owners and families for more than 20 years. So many existing service firms are focused primarily on one aspect of the family: increasing the amount of liquid assets they can manage. They focus on bringing these assets over to their “own platform” and custodian. In my search for providing an optimal framework for serving families, I found that traditional financial services providers are interested in increasing their firm’s share of the clients “wallet” with only secondary, if any, regard for what may be the best structure and advice for the family. When the performance metrics of the firms I evaluated centered on “assets under management” and/or amount of their company’s product sales (whether they be loans, investments, trustee services, etc.) I decided there had to be another option–a better way to serve families and business owners–sitting on their side of the table, bringing perspective, ideas and strategies to minimize their risk of financial failure, without regard to who was custodian, who was the money manager, tax preparer, trustee, etc.

Our clients lead complex lives with competing demands for their time and resources. So we formed Greenway with the singular purpose of providing families a central resource which connects all the areas of their lives (business, personal, philanthropic, tax…).

Family business owners have an additional need to create governance systems required to separate, and unite, family roles and responsibilities. What is best for the family long term may not be “selling at the highest price” to create a mountain of cash…other values and goals of the family should be evaluated, only some of which may be financial.

Our clients seek strategies to help them successfully navigate the myriad of challenges they face. The culture at Greenway is accessible, agnostic, objective, confidential and looking out for the client’s best interest. Our team provides services within a collaborative environment, looking at the future as an opportunity for positive change, with the family’s finances as well as the family entity. In doing so, we uncomplicate the complicated and increase the family’s confidence that all is in order and no balls will be dropped. Ultimately, we are here to help families be successful in the short and long-term, and give family members more time to focus on each other and their unique passions.

My personal goal for each of our client families is to bring to them the unique services that they need, look forward to plan for milestones they have not yet encountered, stand firm in their stead while advocating for their best interests, and at the end of the day, have them say, “Wow! They have helped my family and me in so many ways!”

Thank you for investing a few moments to get to know us in the following pages. We’re looking forward to talking with you soon.

Sincerely,

Joan Malloy
Founder & Managing Partner

Meet Our Team


Dedication You Can Trust

We are passionate about relationships. Each member of our team is experienced and devoted to providing you with seamless advice and service, tailored to your specific needs.

Joan Malloy, CPA, CFA, CFP®

Managing Partner

Chris Chorlins, CFP®, MBA

Director of Client Strategy

Patrick J. Behan, Jr.

Trust and Estate Planning, Family Governance

Aaron Ziska, CFP®, MBA, CIMA®

Senior Family Office Associate

Devin Fraley

Family Office Associate

Kristin Fletcher

Family Office Operations Associate

Mitchel T. Faulkner

Family Office Associate

George L. Estevez

Financial Planning Associate

Tiffany Abril

Client Service Specialist

Advisory Resources


Laura Fraley, CFA

Investment Planning

With more than 20 years of experience overseeing the Global Retirement and Investment Plans for Ralston Purina (now Nestle Purina), Laura implemented investment strategies, which resulted in top performance against peers on an adjusted annualized basis. In addition, she was recognized as a “pioneer in the finance field” by Institutional Investor.

Forrest Langenfeld

Corporate Finance

Formerly Chief Executive Officer of Peoples National Bank, Forrest is an expert in structuring business lending facilities and economic development packages. Because of his extensive background in closely-held business planning, finance and strategy, Forrest deepens the resources available to business owners at Greenway Family Office.

David Taiclet

Corporate Leadership & Business Strategist

As the former president of one of the world’s leading online merchandisers, Dave’s experience in turnaround management, branding, sales and marketing, organic growth, and strategic acquisitions helped make the company an industry leader. Dave is a serial entrepreneur, who leverages his business acumen and aptitude in the investments he makes. He enjoys sharing his expertise and experience with other business owners and operators.

Scott Naz

Private Equity

Scott is co-founder of Acertus, a nationally recognized leader in the transportation industry. He leveraged his background in marketing, logistics and production operations, while capitalizing on new technology ideas to drive sales tenfold in less than 5 years. He brings a diverse skill set focused on leadership, balance sheet responsibilities, mergers & acquisition opportunities, process improvement and strategic planning. He enjoys private equity investing and actively participates and mentors growing companies.

Strategic Resources


As part of our commitment to best-in-class resources, we have engaged an external investment research firm to support our continuous monitoring and analysis of investment products and resources.

Our performance reporting platform provides multi-custodian, multi-generational, real time reporting. Through their secure online portal, families have a complete overview of their entire wealth landscape.

We will also work with your existing providers, on both the professional and service level to provide the optimal outcome in any given circumstances. These areas range from tax, legal and banking services, to insurance, business consulting, household staff and real estate management personnel.