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Mallory Grove

Senior Vice President and Chief Compliance Officer

Mallory Grove is Forest Capital Management’s Senior Vice President of Client Services. A Certified Public Accountant with a background in consulting, Mallory brings with her an analytical mind and a tailored approach to each individual client. In addition to leading the client service team, Mallory also serves as FCM’s Compliance Officer, responsible for implementing and enforcing the firm’s compliance programs to mitigate risk and foster a culture of integrity within our organization.

 

Prior to joining FCM, Mallory was a manager at True Partners Consulting in Chicago. During her 6-year tenure with the company, Mallory assisted businesses in negotiating and implementing tax credits and other incentives in addition to federal and state partnership and corporate compliance and consulting for a portfolio of private equity, financial and professional services, and manufacturing clients. She was also charged with running the firm’s internship and recruiting programs.

 

​Outside of the office, Mallory is a part of the Chicago Youth Program (CYP) Junior Executive Board. Founded in 1984, CYP’s mission is to improve the health and life opportunities of at-risk youth using a comprehensive approach aimed at developing their capabilities. Mallory coordinates volunteer outings and mentorship opportunities for the organization.

 

Mallory earned her Bachelor’s Degree in Accountancy and a Master’s in Accounting Science from the University of Illinois. She holds a Certified Public Accountant License and a Series 65 License.

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FCM is a registered investment advisory firm headquartered in Naples Florida.

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Chicago, IL

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Naples, FL

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Los Angeles, CA

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Milwaukee, WI

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Wyomissing, PA

© 2024 Forest Capital Management.

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