Malcolm J. Eustis
Professional Financial Assistant
- 518.463.2200 x145
- 3.25.19 – Present
Work at Halliday:
Malcolm (Mac) Eustis joined Halliday Financial in March of 2019 at the Clifton Park Office as a Professional Financial Assistant.
His primary focus at Halliday Financial is Advisor Services. Acting as back end operations and client facing support, Mac is responsible for assisting Advisors with research and reporting, daily administration, and client interfacing.
Mac also works with President and COO Scott Solomon on a number of firm related projects where his involvement continues to grow.
Background and education:
Mac earned his bachelor’s degree from the University at Potsdam. He holds his Series 7 and 66 Licenses in addition to New York State and Florida Health, Life and Variable Annuity Licenses.
Mac’s start in finance came 4 years ago with Merrill Lynch Wealth Management in Sarasota, FL.
Mac currently resides in the Racing City of Saratoga Springs, NY.
In his spare time, Mac channels his passion for the outdoors into community involvement. When he isn’t preserving the land with Saratoga PLAN, he is out developing it for the less fortunate, having volunteered with Habitat for Humanity in Charlotte County. As an avid cyclist he finds any opportunity to hit the open road, especially for great causes such as the Leukemia and Lymphoma Society.