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Client Strategists

James Mallory, AIF®

Senior Client Strategist



James B. Mallory, AIF®, Director, joined SunTrust Bank in 1985 and Sterling Capital Management through business realignment in 2021. He has investment experience since 2000.  Jim is a senior institutional client strategist responsible for strategic consulting for clients’ corporate investments and employer-directed retirement plans. Jim’s role centers on delivering investment solutions to clients. He leverages his understanding of markets, asset allocation, and portfolio management to deliver the breadth of the firm’s investment strategies to clients. Prior to joining Sterling, Jim worked with SunTrust Institutional Investments where he specialized in defined benefit plan portfolio management and was responsible for investment policy development, asset allocation, manager performance monitoring and reporting, and strategic consulting for client portfolios. Prior to SunTrust, Jim served as a client portfolio manager for RidgeWorth Investments’ active core equity discipline and also worked in a business development role for Trusco Capital Management where he covered nonprofits. Jim received his B.A. in Economics and English from the University of Richmond and holds the Accredited Investment Fiduciary® designation.

Area of Focus

  • Institutional client strategy
  • Corporate investments
  • Employer-directed retirement plans

Previous Experience

  • SunTrust Institutional Investments
  • RidgeWorth Investments
  • Trusco Capital Management


  • B.A. University of Richmond

Affiliations & Professional Licenses

  • Accredited Investment Fiduciary®
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