Jim Mallory active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Portfolio Manager-Equities | 2006-12-31 | - |
| Founder | 2006-12-31 | - | |
| Trading-Equity | 2006-12-31 | 2020-12-31 |
Career history of Jim Mallory
Former positions of Jim Mallory
| Companies | Position | Start | 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 | 1991-12-31 | 2006-12-30 |
| Head-Equity Investments | 1991-12-31 | 2006-12-30 | |
| Portfolio Manager-Equities | 1991-12-31 | 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 | - | - |
Training of Jim Mallory
| The College of William & Mary | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Director of Research - Equity | 1 |
| Head-Equity Investments | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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