Profil
Mr. Gregory M.
Melvin, CFA MBA, is an Executive Vice President & Chief Investment Officer at C.S.
McKee LP.
He has overall responsibility for client portfolios and the investment process.
Prior to joining C.S.
McKee in 2000, Mr. Melvin was president and chief investment officer of Dartmouth Capital Advisors, Inc., an institutional investment management firm he founded in 1995.
There he compiled a record of beating market returns on both equity and fixed income investments.
He spent the previous 15 years managing investments at Federated Investors, serving as vice president, senior portfolio manager and member of the Investment Policy Committee for asset allocation funds.
Funds in several categories under his management at Federated Investors won top rankings from Lipper, Inc.
Mr. Melvin holds the Chartered Financial Analyst designation as well as an M.B.A.
degree in finance from Harvard Business School and a bachelor’s degree from Dartmouth College.
He graduated from Brooks School in North Andover, MA.
Anciens postes connus de Greg Melvin
| Sociétés | Poste | Fin |
|---|---|---|
C.S. McKee LP
 C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | Directeur en chef des Investissements | 27/10/2020 |
Dartmouth Capital Advisors, Inc.
 Dartmouth Capital Advisors, Inc. Investment ManagersFinance Dartmouth Capital Advisors, Inc. provides investment advice. The private company is based in Wexford, PA. | Corporate Officer/Principal | 31/12/1999 |
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Membre du Comité d'Investissement | 31/12/1994 |
Formation de Greg Melvin
| Dartmouth College | Undergraduate Degree |
| Harvard Business School | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | Finance |
Federated Investment Management Co.
Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors. | Finance |
Dartmouth Capital Advisors, Inc.
Dartmouth Capital Advisors, Inc. Investment ManagersFinance Dartmouth Capital Advisors, Inc. provides investment advice. The private company is based in Wexford, PA. | Finance |
