Holly Evans Mallory

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.