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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Atlanta Consulting Group | Partner | Jan 2018 to Present | Institutional Investment Management Consultant |
| Atanta Consulting Group, a division of Raymond James | Managing Director | Jan 1991 to Dec 2017 | — |
| Morgan Keegan | Investment Broker | Jan 1987 to Jan 1990 | Stockbroker |
Education
Louisiana Tech University
Bachelor of Science (BS), Finance, General
1982 — 1986
Skills & Expertise
Others at Atlanta Consulting Group Advisors, LLC (7)
| Name | Role | Location |
|---|---|---|
M Matthew Bauder | Partner | Atlanta, GA , United States |
M Michael Butkus | Partner | Atlanta, GA , United States |
| Senior Investment Analyst | Atlanta, GA , United States | |
| Investment Analyst | Atlanta, GA , United States | |
| Partner | Atlanta, GA , United States | |
J Joe Stevenson | Principal | United States |
| Investment Analyst | Atlanta, GA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
D David Citron | CIO | HB Wealth Management, LLC | Baltimore, MD , United States |
| Principal | HB Wealth Management, LLC | Atlanta, GA , United States | |
| Principal | Investment Research & Advisory Group, Inc. | Atlanta, GA , United States | |
A Anno Hardage | Portfolio Manager | Cornercap Investment Counsel Inc. | Atlanta, GA , United States |
I Ian Thomas Zabor | Portfolio Manager | Equity Investment Corp. | Atlanta, GA , United States |
| Portfolio Manager | Equity Investment Corp. | Atlanta, GA , United States |