Andrew “Drew” J. Mallory Email and Phone Number
Andrew “Drew” J. Mallory work email
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Andrew “Drew” J. Mallory personal email
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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.
Truxton
View- Website:
- truxtontrust.com
- Employees:
- 96
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Senior Managing Director And Chief Fiduciary OfficerTruxtonNashville, Tn, Us -
Senior Managing Director & Chief Fiduciary OfficerTruxton Jan 2016 - PresentNashville, Tennessee, Us -
Senior Vice President - Manager Of Investment ManagementReliance Trust Company An Fis Company Apr 2014 - Dec 2015Atlanta, Georgia, Us -
Senior Vice President - Portfolio ManagerReliance Trust Company An Fis Company Jan 2009 - Apr 2014Atlanta, Georgia, Us -
Vice President - Portfolio ManagerReliance Trust Company An Fis Company Oct 2006 - Jan 2009Atlanta, Georgia, Us -
Investment AnalystAon Investment Consulting Apr 2005 - Oct 2006
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Retirement Plan ConsultingInvesco Retirement, Inc Apr 2001 - Apr 2005
Andrew “Drew” J. Mallory Skills
Andrew “Drew” J. Mallory Education Details
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Kennesaw State University - Michael J. Coles College Of BusinessBusiness Administration -
University Of Georgia - Terry College Of BusinessFinance -
The Tuck School Of Business At DartmouthTuck 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,.
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