Mendel Melzer, Cfa

Mendel Melzer, Cfa Email and Phone Number

Chief Investment Officer @ CapAcuity
Lake Mary, FL, US
Mendel Melzer, Cfa's Location
Lake Mary, Florida, United States, United States
Mendel Melzer, Cfa's Contact Details

Mendel Melzer, Cfa personal email

n/a
About Mendel Melzer, Cfa

Seasoned investment management and investment consulting leader.

Mendel Melzer, Cfa's Current Company Details
CapAcuity

Capacuity

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Chief Investment Officer
Lake Mary, FL, US
Website:
capacuity.com
Employees:
45
Mendel Melzer, Cfa Work Experience Details
  • Capacuity
    Chief Investment Officer
    Capacuity
    Lake Mary, Fl, Us
    View
  • Melzer Consulting, Llc
    Managing Member
    Melzer Consulting, Llc May 2017 - Present
    Heathrow, Fl
    Seasoned business executive and investor available for strategic consulting, board of directors roles and investment committee membership.
  • Capacuity
    Chief Investment Officer
    Capacuity Jan 2018 - Present
    Lake Mary, Fl
    Mendel Melzer serves as Chief Investment Officer of CapAcuity, where he is responsible for leading the firm’s investment advisory services and chairs the firm’s investment committee. He and his team analyze trends in investments and recommend appropriate asset allocation, funding and hedging optimization for CapAcuity’s clients. As a member of CapAcuity’s executive committee, Mendel collaborates on the strategic direction and policies of the firm to effectively grow the organization and to ensure its financial strength and operating efficiency.CapAcuity stands apart from other companies in the executive benefits marketplace. With our team of experts, we bring a new perspective to the Executive Benefit Supply ChainTM. We ensure plan sponsors are taking full advantage of the latest tax, regulatory, investment, and pricing developments. We design and implement enhancements in investments, optimize funding, and negotiate vendor and product pricing. And we provide proactive management and oversight of these benefit plans going forward. The results can substantially improve financial results for plan sponsors, and enhance retirement outcomes for plan participants.
    View
  • The Newport Group
    Chief Investment Officer
    The Newport Group Jan 2002 - May 2017
    Heathrow, Fl
    Led $27 billion Institutional Investment Consulting practice
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  • Weiss, Peck & Greer
    Chief Investment Officer
    Weiss, Peck & Greer May 1999 - Apr 2000
    Led all marketable securities investment management at $18 billion asset management firm. Asset classes included both traditional and alternative strategies.
  • Prudential Financial
    Chief Investment Officer, Prudential Investments
    Prudential Financial Oct 1996 - Apr 1999
    Led $180 billion asset management firm, investing across multiple asset classes.
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  • Prudential Financial
    Various, Culminating In Senior Vice President
    Prudential Financial Jul 1984 - Oct 1996
    Various positions including leadership of private placement activities, equity trading, quantitative investment and a period as CFO of Prudential's investment operations.
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Mendel Melzer, Cfa Skills

Investments Asset Management Asset Allocation Investment Management Defined Benefit Securities Mutual Funds Strategy Institutional Investments Leadership Defined Contribution Private Placements

Mendel Melzer, Cfa Education Details

Frequently Asked Questions about Mendel Melzer, Cfa

What company does Mendel Melzer, Cfa work for?

Mendel Melzer, Cfa works for Capacuity

What is Mendel Melzer, Cfa's role at the current company?

Mendel Melzer, Cfa's current role is Chief Investment Officer.

What is Mendel Melzer, Cfa's email address?

Mendel Melzer, Cfa's email address is mm****@****oup.com

What is Mendel Melzer, Cfa's direct phone number?

Mendel Melzer, Cfa's direct phone number is +140733*****

What schools did Mendel Melzer, Cfa attend?

Mendel Melzer, Cfa attended Nyu Stern School Of Business, Wisconsin School Of Business, Golden Valley High School.

What skills is Mendel Melzer, Cfa known for?

Mendel Melzer, Cfa has skills like Investments, Asset Management, Asset Allocation, Investment Management, Defined Benefit, Securities, Mutual Funds, Strategy, Institutional Investments, Leadership, Defined Contribution, Private Placements.

Who are Mendel Melzer, Cfa's colleagues?

Mendel Melzer, Cfa's colleagues are Lizz Holmes, Donald Harrington, Julie A., Lauren Bleichert, Michael Dorato, Eddie Selover, Shawn Besser.

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