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Mike Malloy

Mike Malloy

Partner at Atlanta Consulting Group Advisors, LLC

Atlanta, GA , United States

About

Mike Malloy is a partner and consultant at Atlanta Consulting Group in Atlanta, GA, where he specializes in investment strategy and consults on defined contribution and defined benefit plan services. He provides expert guidance on investment policy review, asset allocation modeling, manager research, and performance evaluation, serving institutional clients and private wealth portfolios.

With over three decades in the investment industry, Mike has held senior roles including Managing Director at Atlanta Consulting Group (when it was a division of Raymond James) and investment broker at Morgan Keegan. His expertise covers financial advisory services, retirement plan consulting, and oversight of diverse asset classes—particularly within retirement plan and institutional investment solutions.

Mike holds a Bachelor of Science in Finance from Louisiana Tech University, equipping him with deep knowledge in financial analysis and portfolio construction. Throughout his career, he has contributed to advancing best practices in asset allocation and due diligence, and has played a key role in shaping investment strategies for a range of institutional clients.

Career History

OrganizationRoleDate RangeDetails
Atlanta Consulting GroupPartnerJan 2018 to Present
Institutional Investment Management Consultant
Atanta Consulting Group, a division of Raymond JamesManaging DirectorJan 1991 to Dec 2017
Morgan KeeganInvestment BrokerJan 1987 to Jan 1990
Stockbroker

Education

Louisiana Tech University

Bachelor of Science (BS), Finance, General

1982 1986

Skills & Expertise

Alternative Investments
Series 63
Consulting
Defined Contribution
Portfolio Management
Financial Modeling
Investments
Institutional Investments
401k
Retirement Plan Consulting
Asset Allocation
Wealth Management
Mutual Funds
LDI
403 b
Investment Strategies
Asset Management
Nonprofits
Defined Benefit
Financial Analysis
Endowment Funds
Money Purchase
Series 7
Investment Management

Others at Atlanta Consulting Group Advisors, LLC (7)

NameRoleLocation
M
Matthew Bauder
PartnerAtlanta, GA , United States
M
Michael Butkus
PartnerAtlanta, GA , United States
Patrick Galdun
Patrick Galdun
Senior Investment AnalystAtlanta, GA , United States
Alan Hebert
Alan Hebert
Investment AnalystAtlanta, GA , United States
Gary Schafer
Gary Schafer
PartnerAtlanta, GA , United States
J
Joe Stevenson
PrincipalUnited States
Troy G.
Troy G.
Investment AnalystAtlanta, GA , United States

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