Jim Mallory, CFA

Managing Director, Investments

Jim is a co-founder of 1607 and a senior member of the investment team. In addition to portfolio management duties, Jim helps set strategic priorities and team development initiatives across the investment functions and is a member of the firm’s management committee.

+ E X P E R I E N C E

  • Tattersall Advisory Group
  • Central Fidelity Bank

+ E D U C A T I O N

  • College of William and Mary, BA

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