Jim Mallory

Founder at 1607 Capital Partners LLC

Finance

Consumer Services

Profile

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.

Jim Mallory active positions

Companies	Position	Start
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.	Founder	2006-12-31

All active positions of Jim Mallory

Former positions of Jim Mallory

Companies	Position	End
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.	Director of Research - Equity	2006-12-30
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	-

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Training of Jim Mallory

The College of William & Mary

Undergraduate Degree

Experiences
Positions held

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Linked companies

Private companies	3
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
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

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