Profil
Mr. Andrew J.
Mallory, CFA MBA, is a Chief Fiduciary Officer & Senior Managing Director at Truxton Corp.
and a Senior Managing Director & 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 |
|---|---|---|
| TRUXTON CORPORATION | Corporate Officer/Principal | 01/01/2016 |
Truxton Trust Co.
Truxton Trust Co. Investment ManagersFinance Truxton Trust invests in clients' long-term financial and risk tolerance. The firm considers each client's current investment strategy and offers recommendations on how they can best meet their financial goals. They also assist with the titling and structuring of assets to increase potential earnings while minimizing tax obligations. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Anciens postes connus de Drew Mallory
| Sociétés | Poste | Fin |
|---|---|---|
Reliance Trust Co.
Reliance Trust Co. Investment ManagersFinance Reliance Trust offers a vast array of well-diversified strategies across a consortium of established investment manager partners covering all major asset classes. | Analyst-Equity | 31/12/2015 |
Formation de Drew Mallory
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 5 |
|---|---|
Reliance Trust Co.
Reliance Trust Co. Investment ManagersFinance Reliance Trust offers a vast array of well-diversified strategies across a consortium of established investment manager partners covering all major asset classes. | Finance |
Kennesaw State University
Kennesaw State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Georgia
University of Georgia Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Truxton Corp.
Truxton Corp. Regional BanksFinance Operates as a bank holding company whose subsidiary provides banking and wealth management services | Finance |
Truxton Trust Co.
Truxton Trust Co. Investment ManagersFinance Truxton Trust invests in clients' long-term financial and risk tolerance. The firm considers each client's current investment strategy and offers recommendations on how they can best meet their financial goals. They also assist with the titling and structuring of assets to increase potential earnings while minimizing tax obligations. | Finance |
















