PFM James Mallory Irving 2

James H. Mallory

Analyst, Dallas

James Mallory, Dallas, specializes in areas of financial planning such as investment management, income tax planning, and employee benefits for high-net-worth clients as part of Goldman Sachs Personal Financial Management.

Before joining Goldman Sachs, James was a financial advisor for J.P. Morgan He was responsible for evaluating and implementing customized financial plans tailored specifically for his clients.

James graduated from California State University, Sacramento where he received two bachelor’s Degrees in both Finance and Risk Management.

Outside of work, when James isn’t traveling with his family, he can be found in the gym, on the golf course, on the mountain snowboarding or in his backyard homing in his BBQ skills.

Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”) and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. Brokerage services offered through GS&Co., member FINRA/SIPC. GS&Co. and GS PFM do not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.

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