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Our Team: Mallory A. Garneau

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JDJ clients rely on Mallory for a broad range of services, including investment administration, detailed net worth reporting and analysis of expenses, payroll administration, estate planning and administration, budgeting and cash flow planning, and cost basis tracking and reporting. Mallory’s positive attitude, outstanding work ethic and excellent communication skills make her an asset to our Accounting and Finance team.

Mallory was an account manager in the Rothstein Kass Family Office Group, as well as a client accountant at JDJ Resources. In both these roles she provided administrative family office services to high net worth individuals and families. Previously, Mallory worked as a senior account controller at State Street Corporation. In that role she processed and managed all accounting transactions related to mutual fund pricing. Mallory began her career at Southern New Hampshire Services, a nonprofit agency, where she managed accounts payable, purchasing and inventory.

Mallory is a graduate of Southern New Hampshire University.

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Questions? Contact us to learn how JDJ can make a difference in your life.


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