Mallory Podesta, CPA
Managing Directory, Senior Investment Advisor
Mallory maintains Green Square’s performance reporting database, Black Diamond, creating custom reports for clients based on their needs and preferences. She creates presentation materials and customized reports for institutional board meetings, collaborative trust meetings between Green Square and client attorneys, CPAs and trustees, and monthly/quarterly client performance review meetings. She facilitates the interface between asset custodians and the reporting database, in addition to monitoring performance reporting for accuracy. Mallory performs frequent reviews of the client accounts and details within Black Diamond, as well as reviews of the reports received by the clients on a monthly or quarterly basis. She is responsible for maintaining the catalog of reports to send or post to client portals. In addition, Mallory organizes the asset classifications as new investments are bought or sold and manually inputs and maintains outside investments at both a practice-wide and individual-client level. She also coordinates Green Square’s internship recruiting program with local universities.
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.