Profile
Ms. Holly E.
Mallory is Operations & Compliance Manager at Capital Investment Advisors, Inc. Ms. Mallory joined Capital Investment Advisors in August 2000.
She is responsible for the business operations of CIA, directing the day-to-day management of the firm.
She is also responsible for building relationships with firm's clients and custodians, Charles Schwab and Fidelity Investments.
She oversees the portfolio reconciliation, billing and reporting operations as well as managing the company’s compliance program, providing income tax preparation and spearheading various special projects that contribute to the growth of the organization.
Ms. Mallory graduated from Kennesaw State University in 2000 with a Bachelor of Business Administration degree in Finance and in 2006 with a Master of Business Administration degree in Management.
Former positions of Holly Evans Mallory
Companies | Position | End |
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Capital Investment Advisors LLC
Capital Investment Advisors LLC Investment ManagersFinance Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities. | Compliance Officer | - |
Training of Holly Evans Mallory
Kennesaw State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Capital Investment Advisors LLC
Capital Investment Advisors LLC Investment ManagersFinance Capital Investment Advisors LLC (CIA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Michael Reiner and Woody Alpern in 1996. CIA provides investment management services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, and corporations or other business entities. | Finance |
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