Mallory Sampson, CFP

Senior Managing Consultant
PFM Asset Management LLC
Contact

111 Congress Avenue
Suite 2150
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 and 63

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

111 Congress Avenue
Suite 2150
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 and 63

Certified Financial Planner (CFP)

Started with PFM: 2019

Started in the Field: 2011

Print/Save as PDF

Download Vcard

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