Cornerstone Bank is pleased to announce the promotion of Christopher Mallon to senior vice president and program manager for the Capstone Planning Group. In this role, he helps oversee a variety of functions including business development, trading, compliance and strategic initiatives. The Sturbridge resident previously served as vice president and program manager.
“Chris came to us in 2019 with more than a decade of experience working at some of the industry’s largest asset management companies,” said Cornerstone Bank CEO Todd Tallman. “Since then, he has continued to take on increased responsibilities and become a key member of our leadership team. His promotion is well deserved.”
Mallon has extensive experience positioning mutual funds, ETFs, managed accounts, stocks and bonds within client portfolios. He holds various licenses including his Series 7 Securities Brokers License, Series 65 Investment Advisor License, and Series 24 General Principles License.
A graduate of Providence College, Mallon is an active member of his community serving as a board member for United Way and coach for Sturbridge Youth Soccer.
The Capstone Planning Group is a wealth management team conveniently located at Cornerstone Bank that provides objective recommendations based on each client's specific needs. Services include comprehensive financial planning, investment advice, retirement income planning, legacy and estate planning, insurance and more.
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