In her role as Manager, Mallory provides a broad range of services to JDJ clients, including investment administration, payroll administration, estate planning and administration, financial reporting and analysis, investment account reconciliation, payroll administration, budgeting and cash flow planning, and tax planning coordination. Mallory’s positive attitude, outstanding work ethic, and excellent communication skills make her a valued member of our 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 a nonprofit agency, where she managed accounts payable, purchasing, and inventory.
Mallory holds a Bachelor of Science degree from Southern New Hampshire University.