Mallory is a Senior Investment Consultant in the Newport Beach, CA office. She supports the Wealth Management team in asset allocation, investment research, and implementing portfolio strategies. She is also a member of SageView’s Investment Committee, where she participates in manager due diligence and other Institutional research projects.
Prior to joining SageView, Mallory worked in Wealth Management at Merrill Lynch and Wells Fargo Advisors, where she assisted private clients with portfolio strategies and retirement planning.
Mallory received a Bachelor of Science degree in Business with an emphasis on Finance from the California Polytechnic University in Pomona. She currently holds the Series 7 and 66 securities registrations, as well as Life and Health Insurance licenses.