Mallory Bruggeman

Associate Consultant

Mallory joined the firm in 2019 as an Investment Analyst and is a member of the Investment Committee. Mallory graduated Cum Laude in three and a half years from the University of Cincinnati with a Bachelor’s degree in Accounting and Finance. At Cincinnati, she was selected to participate in managing $1M of the University’s endowment. Mallory holds her Series 65 license and is a registered investment advisor in Kentucky. Mallory is from Columbus, Ohio and enjoys cheering on the Reds, Browns, Blue Jackets, and the Bearcats. In her free time, she enjoys exercising and spending time with family and friends.