About Mallory

Mallory North is a Senior Client Associate with J.P. Morgan Wealth Management.

As a member of the OCB Group, Mallory provides account maintenance and administrative support for high-net-worth individuals and families. Mallory's responsibilities include fund transfers, journal entries, wire transfers, and onboarding procedures. She works diligently to deliver an excellent customer experience.

Mallory graduated from Occidental College, Los Angeles with a degree in Economics with a minor in Biology. She began her career in 2021 at J.P. Morgan as a Summer Analyst where she sharpened her professional skills and learned the value of attentive service. Mallory returned to J.P. Morgan in 2022 following her graduation. She holds FINRA Series 7 and Series 66 licenses.

Mallory grew up in the Bay Area and currently lives in San Francisco. In her spare time, she enjoys playing basketball, yoga, hiking, and trying new foods.

Insights

Family Legacy

When disaster strikes: How to give with intention and impact

April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Investing

Building up: How we see infrastructure investment expanding

April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
Markets

5 thoughts on the market’s tariff tantrum

April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
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