Meet the Team

Christopher Mallon is a Senior Vice President and Program Manager for The Capstone Planning Group. He is also an LPL Registered Principal and Investment Advisor.  In this role, he helps oversee a variety of functions including business development, trading, compliance, and strategic initiatives.  Mr. Mallon holds various licenses including his Series 7 Securities Brokers License, Series 65 Investment Advisor License, Series 63 State License, and Series 24 General Principles License.

Prior to joining The Capstone Planning Group, Mr. Mallon spent over a decade working at some of the industry's largest asset management companies.  This included time as a Regional Sales Director for Putnam Investment where he oversaw a large Midwest territory responsible for over $300 million in annual sales.  He also spent time as a Vice President and Advisor Consultant for Nuveen Investments, one of the worlds largest municipal bond managers. Both roles gave Mr. Mallon the opportunity to partner with professionals at almost every major broker-dealer in the industry including Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, Ameriprise, Raymond James, Edward Jones and more.  He has extensive experience positioning mutual funds, ETF's, managed accounts, stocks, and bonds within client portfolios.  Clientele he has worked with includes business owners, high net-worth families, executives, non-profits, endowments, and foundations.

Mr. Mallon is a graduate of Providence College and currently resides in Sturbridge with his wife and three daughters. He is an active member of his community, serves as a Board Member for the United Way, and coaches Sturbridge Youth Soccer.  In his spare time, he is an avid golfer, fly fisherman, and enjoys spending time outdoors.