Mallory D’Elia, BFA™, CRPC®
Director of Investments
Mallory joined the practice in May 2020, bringing over 20 years of experience in the investment industry. She began her career in 2004 and joined Osaic Wealth, Inc. (formerly Lincoln Financial Advisors) in 2006.
Mallory focuses on portfolio monitoring and review, developing client and advisor-facing materials, market commentary, and assists in the preparation of capital market assumptions and asset allocation models. She also actively participates in client meetings.
Prior to her current role, Mallory served as lead support to Lincoln Financial Advisors’ Chief Investment Strategist, where she supported several key investment committees, including the Investment Strategy Group, the Capital Market Assumptions Team, and the Investment Steering Committee. Her responsibilities included conducting investment research, preparing corporate communications and educational materials, assisting with affluent wealth management, maintaining client relationships, and facilitating the onboarding of high net-worth clients.
She holds FINRA Series 7 and 63 licenses and has earned the Behavioral Financial Advisor (BFA™) and Chartered Retirement Planning Counselor (CRPC®) designations.
Mallory lives in Nashville, TN, and has a passion for reading, baseball, and volunteering for her local animal shelter.