Our Team
Sharon D. Mallory, Chief Executive Officer (CEO)
Sharon is the visionary and CEO of SDM Investments, LLC. Sharon served as a commanding officer in the United States Army several years prior to entering the financial industry in 1992. In 1992 she joined Waddell & Reed financial services and remained with the firm for 14 years. She has an extensive background in leadership and sales. Ms. Mallory is responsible for defining and maintaining the direction of the firm and ensuring that client’s financial planning needs are being met at the highest level of fiduciary responsibility.
Sharon attended Purdue University Lafayette where she received her BA degree prior to pursuing advance degrees at Chicago State University and the University of Colorado’s School of Financial Planning. Ms. Mallory received her Chartered Mutual Fund Counselor (CMFC) designation from the University of Colorado. She holds her FINRA series 6, 63, 65 securities licenses and Life and Health licenses in various states in which the firm is registered.
Kevin Tuitt, Chief of Research & Trading
Kevin serves as the Chief of Research & Trading and has extensive experience as a business and financial analyst. Kevin has numerous years of experience in various aspects of corporate finance, commercial banking, investment and credit analysis. Mr. Truitt worked as an auditor for Arthur Young & Company and has over seventeen years experience as a corporate banker and financial analyst. Kevin adds value to the firm by bringing his extensive experience in financial modeling as well as his in-depth knowledge and experience in cash flow analysis, capital structure analysis and his command of a variety of analytical techniques such as ROIC, IRR, FMRR, EVA, and NPV. In addition, he gained significant investment analytical experience as an industry analyst for J P Morgan Chase’s (formerly First Chicago) Industry Analysis Division. Kevin earned his bachelors degree in accounting from Loyola University of Chicago, and his M.B.A. in Finance from DePaul University in Chicago.