Profil
Mr. James E.
Mallory, CFA, is a Co-Director of Investments at 1607 Capital Partners LLC.
He is a co-founder of 1607 Capital Partners and is a Senior Member of the investment team.
In addition to portfolio management duties, he helps set strategic priorities and team development initiatives across the investment functions and is a member of the firm’s management committee.
Mr. Mallory was employed as a Principal by Tattersall Advisory Group and a Relationship Officer & Manager by Central Fidelity Banks, Inc.
He received his undergraduate degree from The College of William & Mary.
Aktive Positionen von Jim Mallory
| Unternehmen | Position | Beginn |
|---|---|---|
1607 Capital Partners LLC
 1607 Capital Partners LLC Investment ManagersFinance 1607 Capital Partners LLC (1607 Capital) is a privately-held, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is majority owned by Shannon Fake, Ashley Long, James Mallory, Kirk Tattersall and Rosemont Investment Group LLC. 1607 Capital offers investment advisory services to high-net-worth individuals and institutional clients through commingled private funds (Funds) and separately managed accounts. | Gründer | 01.01.2007 |
Ehemalige bekannte Positionen von Jim Mallory
| Unternehmen | Position | Ende |
|---|---|---|
Tattersall Advisory Group
 Tattersall Advisory Group Investment ManagersFinance Founded in 1997 by Fred Tattersall, Tattersall Advisory Group is a registered investment advisor headquartered in Richmond, Virginia. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide services to pension and profit sharing plans and also manage accounts for high net-worth individuals, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities and Delaware statutory trusts. Tattersall Advisory Group also manages commingled funds and mutual funds. | Direktor der Forschung - Eigenkapital | 31.12.2006 |
Central Fidelity Banks, Inc.
 Central Fidelity Banks, Inc. Regional BanksFinance Central Fidelity Banks, Inc. is a state commercial bank. The company is based in Richmond, VA. Central Fidelity Banks was acquired by Wachovia Corp. /Old/ on December 16, 1997 for $3,036.68 million. | Corporate Officer/Principal | - |
Ausbildung von Jim Mallory
| The College of William & Mary | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Central Fidelity Banks, Inc.
Central Fidelity Banks, Inc. Regional BanksFinance Central Fidelity Banks, Inc. is a state commercial bank. The company is based in Richmond, VA. Central Fidelity Banks was acquired by Wachovia Corp. /Old/ on December 16, 1997 for $3,036.68 million. | Finance |
Tattersall Advisory Group
Tattersall Advisory Group Investment ManagersFinance Founded in 1997 by Fred Tattersall, Tattersall Advisory Group is a registered investment advisor headquartered in Richmond, Virginia. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide services to pension and profit sharing plans and also manage accounts for high net-worth individuals, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations, state and municipal government entities and Delaware statutory trusts. Tattersall Advisory Group also manages commingled funds and mutual funds. | Finance |
1607 Capital Partners LLC
1607 Capital Partners LLC Investment ManagersFinance 1607 Capital Partners LLC (1607 Capital) is a privately-held, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is majority owned by Shannon Fake, Ashley Long, James Mallory, Kirk Tattersall and Rosemont Investment Group LLC. 1607 Capital offers investment advisory services to high-net-worth individuals and institutional clients through commingled private funds (Funds) and separately managed accounts. | Finance |