Mallory Podesta, CPA

Managing Directory, Senior Investment Advisor

Mallory assists the Green Square team in the daily management of client relationships and assists in the maintenance of Green Square’s performance reporting database, Black Diamond. She coordinates with CPAs and other outside advisors on tax-related issues, maintains and implements client budgets & bookkeeping, and assists on special projects for clients, including but not limited to financial planning needs.

Mallory joined Green Square in 2012 after working as a senior auditor for Deloitte & Touche doing audit and assurance services for Fortune 500 companies in Memphis and Mississippi. Mallory received her Master of Accountancy and Bachelor of Arts degrees from Rhodes College. She holds an active CPA license for Tennessee.

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