Andrew “Drew” J. Mallory

Andrew “Drew” J. Mallory Email and Phone Number

Senior Managing Director and Chief Fiduciary Officer @ Truxton
Nashville, TN, US
Andrew “Drew” J. Mallory's Location
Nashville, Tennessee, United States, United States
Andrew “Drew” J. Mallory's Contact Details

Andrew “Drew” J. Mallory work email

Andrew “Drew” J. Mallory personal email

About Andrew “Drew” J. Mallory

Drew Mallory, CFA, joined Truxton in 2016 and serves as Senior Managing Director and Chief Fiduciary Officer. In his role, Drew is responsible for strategic and executional matters associated with Truxton Wealth and Truxton Capital Advisors. Drew is passionate about driving improved personal and financial outcomes for wealthy families and business owners through the development, implementation and execution of strategic financial plans. Drew has expertise in advanced estate planning, income and transfer taxation, asset management and fiduciary administration. Additionally, Drew has extensive experience as a portfolio manager and investment analyst having managed equity, fixed income, and multi-asset class portfolios for sophisticated institutional and individual ultra-high net worth clients. Prior to joining Truxton, Drew 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. While at Reliance, Drew provided analytical support for fiduciary activities involving business transactions and valuations. Prior to Reliance, he worked at AON Investment Consulting and INVESCO.Drew 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.

Andrew “Drew” J. Mallory's Current Company Details
Truxton

Truxton

View
Senior Managing Director and Chief Fiduciary Officer
Nashville, TN, US
Website:
truxtontrust.com
Employees:
96
Andrew “Drew” J. Mallory Work Experience Details
  • Truxton
    Senior Managing Director And Chief Fiduciary Officer
    Truxton
    Nashville, Tn, Us
  • Truxton
    Senior Managing Director & Chief Fiduciary Officer
    Truxton Jan 2016 - Present
    Nashville, Tennessee, Us
  • Reliance Trust Company An Fis Company
    Senior Vice President - Manager Of Investment Management
    Reliance Trust Company An Fis Company Apr 2014 - Dec 2015
    Atlanta, Georgia, Us
  • Reliance Trust Company An Fis Company
    Senior Vice President - Portfolio Manager
    Reliance Trust Company An Fis Company Jan 2009 - Apr 2014
    Atlanta, Georgia, Us
  • Reliance Trust Company An Fis Company
    Vice President - Portfolio Manager
    Reliance Trust Company An Fis Company Oct 2006 - Jan 2009
    Atlanta, Georgia, Us
  • Aon Investment Consulting
    Investment Analyst
    Aon Investment Consulting Apr 2005 - Oct 2006
  • Invesco Retirement, Inc
    Retirement Plan Consulting
    Invesco Retirement, Inc Apr 2001 - Apr 2005

Andrew “Drew” J. Mallory Skills

Investments Asset Allocation Portfolio Management Wealth Management Asset Management Equities Alternative Investments Fixed Income Hedge Funds Asset Managment Financial Services Banking Management Fixed Income Portfolio Management Investment Advisory Sales And Marketing Investment Management Financial Planning Finance

Andrew “Drew” J. Mallory Education Details

  • Kennesaw State University - Michael J. Coles College Of Business
    Kennesaw State University - Michael J. Coles College Of Business
    Business Administration
  • University Of Georgia - Terry College Of Business
    University Of Georgia - Terry College Of Business
    Finance
  • The Tuck School Of Business At Dartmouth
    The Tuck School Of Business At Dartmouth
    Tuck Executive Program (Tep) / Strategic Financial Leadership Program (Sflp).

Frequently Asked Questions about Andrew “Drew” J. Mallory

What company does Andrew “Drew” J. Mallory work for?

Andrew “Drew” J. Mallory works for Truxton

What is Andrew “Drew” J. Mallory's role at the current company?

Andrew “Drew” J. Mallory's current role is Senior Managing Director and Chief Fiduciary Officer.

What is Andrew “Drew” J. Mallory's email address?

Andrew “Drew” J. Mallory's email address is dr****@****hoo.com

What schools did Andrew “Drew” J. Mallory attend?

Andrew “Drew” J. Mallory attended Kennesaw State University - Michael J. Coles College Of Business, University Of Georgia - Terry College Of Business, The Tuck School Of Business At Dartmouth.

What skills is Andrew “Drew” J. Mallory known for?

Andrew “Drew” J. Mallory has skills like Investments, Asset Allocation, Portfolio Management, Wealth Management, Asset Management, Equities, Alternative Investments, Fixed Income, Hedge Funds, Asset Managment, Financial Services, Banking.

Who are Andrew “Drew” J. Mallory's colleagues?

Andrew “Drew” J. Mallory's colleagues are Tom Snyder, Denise Hendrick, Andrew May, Lori Barry, Peter Deming, Cpa, Keegan Fornoff, Steve Pelmore Jr,.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.