Jim Mallory, CFA

Founding Partner, Senior Portfolio Manager
29 years investment experience

Jim leads the team responsible for the overall investment strategy of 1607 Capital. He is an active trader and portfolio manager and plays a key role in the firm’s client servicing and marketing functions. Prior to co-founding 1607 in 2007, Jim held a similar position at Tattersall Advisory Group since 1992. Prior to that, he was a Business Relationship Officer and manager for Central Fidelity Bank. Jim has been awarded his CFA (Chartered Financial Analyst) designation and is a member of the CFA Virginia. Jim received a BA in economics from the College of William & Mary in 1988.