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Form CRS

Experienced Investment Professionals

Our People

John Maloney

Chairman and Chief Executive Officer.

Michael Charvala

Chief Operating Officer and Chief Compliance Officer

Paul M. DeSisto, CFA

Executive Vice President and Managing Director

John Orsatti, CFA

Equity and Fixed Income Analyst

Marshall Burroughs

Executive Vice President and Head of Customer Relations

Disclosure: M&R Investment Management, Inc. (“M&R”) is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should not be construed to imply that the SEC has approved or endorsed qualifications or the services M&R offers, or that or its personnel possess a particular level of skill, expertise or training.


M&R mainly provides investment advice to individual investors. All information provided herein is subject to change. Investment advice and financial planning services are provided by M&R. M&R is not affiliated with any of its custodians including:

Schwab Advisor Services or Pershing Advisor Services.

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