Client Relationship Team
Ms. Lawson has over 20 years of Investment Management experience working for local community banks throughout New Jersey. Sally started her Banking career at a small NJ Bank in 1985. She then moved over to the Investment Advisor Services Industry in 1998. Prior to joining Malvern, Sally was vice president and manager of an investment program in New Jersey. In that role she was program manager and a key decision maker, responsible for all aspects of client development and customer acquisitions.
Sally oversees the Investment Management Division in affiliation with Bell Rock Capital, LLC. Sally was hired to expand Malvern’s investment management offerings and opened the first Private Client Office in Villanova back in 2016
Sally is a recent graduate of the ABA Stonier Graduate School of Banking and successfully completed the Wharton Leadership Program at the University of Pennsylvania – The Wharton School. She received her Series 7 and 66 FINRA licenses.