Andrew “Drew” J. Mallory, CFA

Senior Managing Director, Chief Fiduciary Officer, Truxton Wealth

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 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. He also supported fiduciary activities involving business transactions, valuations, and complex trust structures. Earlier in his career, Drew held investment consulting and asset management roles with Aon 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.