Mallory Sampson, CFP

Senior Managing Consultant
PFM Asset Management LLC
Contact

221 West 6th Street
Suite 1900
Austin, TX 78701

sampsonm@pfm.com
512.614.5336 office
512.364.4007 cell

Specialties
Asset Management

Endowments & Foundations, K-12 Schools, Higher Education

Education
B.S. in Economics
Boston University

B.S. in International Relations
Boston University

Professional Designations or Licenses
FINRA Series 7, 63 and 65

Certified Financial Planner (CFP)

Started with PFM: 2019

Started in the Field: 2011

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Mallory is a senior managing consultant for PFM’s asset management business. She is responsible for managing PFM’s institutional multi-asset class relationships in Texas with a focus on higher education, endowments, foundations, and OPEB trusts.

Previously, Mallory worked for Vanguard’s institutional non-profit business, helping large private endowments and foundations reach their short and long term investment requirements.

 
Contact

221 West 6th Street
Suite 1900
Austin, TX 78701

sampsonm@pfm.com
512.614.5336 office
512.364.4007 cell

Specialties
Asset Management

Endowments & Foundations, K-12 Schools, Higher Education

Education
B.S. in Economics
Boston University

B.S. in International Relations
Boston University

Professional Designations or Licenses
FINRA Series 7, 63 and 65

Certified Financial Planner (CFP)

Started with PFM: 2019

Started in the Field: 2011

Print/Save as PDF

Download Vcard

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