Drew Mallory
Corporate Officer/Principal chez TRUXTON CORPORATION
Profil
Mr. Andrew J.
Mallory, CFA MBA, is a Chief Fiduciary Officer & Senior Managing Director at Truxton Corp.
and a Senior Managing Director of Wealth Management Services & Chief Fiduciary Officer at Truxton Trust Co. He is responsible for strategic and executional matters associated with Wealth Management.
Mr. Mallory has broad experience as a portfolio manager having managed equity, fixed income, and multi asset class portfolios for a wide array of institutional and wealth management clients.
Prior to joining Truxton Trust in 2016, Mr. Mallory served as Senior Vice President of Reliance Trust in Atlanta, Georgia, where he led an investment management team responsible for $12 billion in assets under management.
Prior to Reliance, he worked at AON Investment Consulting and INVESCO.
Mr. Mallory received his Master of Business Administration from Kennesaw State University, his Bachelor of Business Administration in finance from the University of Georgia, and attended the Tuck Executive Program and Strategic Financial Leadership Programs at Dartmouth College.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute, the CFA Society of Atlanta, and the CFA Society of Nashville.
Postes actifs de Drew Mallory
Sociétés | Poste | Début |
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TRUXTON CORPORATION | Corporate Officer/Principal | 01/01/2016 |
Truxton Trust Co.
Truxton Trust Co. Investment ManagersFinance Truxton Trust Co. is a wealth management firm headquartered in Nashville, Tennessee. They are a subsidiary of Truston Corp. (OTCMKTS: TRUX). The firm was founded by Donald Thurmond in 2003 as Nashville Bank & Trust Co. Truxton Trust provides private banking, wealth management, trust, and family office services for wealthy individuals, their families and business interests. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Anciens postes connus de Drew Mallory
Sociétés | Poste | Fin |
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Reliance Trust Co.
Reliance Trust Co. Investment ManagersFinance Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries. | Analyst-Equity | 31/12/2015 |
Formation de Drew Mallory
University of Georgia | Undergraduate Degree |
Kennesaw State University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
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TRUXTON CORPORATION | Finance |
Entreprise privées | 2 |
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Reliance Trust Co.
Reliance Trust Co. Investment ManagersFinance Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries. | Finance |
Truxton Trust Co.
Truxton Trust Co. Investment ManagersFinance Truxton Trust Co. is a wealth management firm headquartered in Nashville, Tennessee. They are a subsidiary of Truston Corp. (OTCMKTS: TRUX). The firm was founded by Donald Thurmond in 2003 as Nashville Bank & Trust Co. Truxton Trust provides private banking, wealth management, trust, and family office services for wealthy individuals, their families and business interests. | Finance |