Steven Melnick, Cfa Email & Phone Number

New York, Ny, Us

Parsippany, New Jersey, United States

Greater New York City Area

Greater New York City Area

Alexandria, Virginia

Dyson Capital Advisors is a multi-family office providing investment management, financial administration, and project services to 19 high net-worth families with assets under advisement totaling over $1.4 billion. At Dyson, I served as an integral member of Dyson’s investment team responsible for asset allocation and manager selection decisions on behalf of its clients. Much of Dyson’s focus is on alternative investments where it feels it can add the most alpha. I was also responsible for the… Show more Dyson Capital Advisors is a multi-family office providing investment management, financial administration, and project services to 19 high net-worth families with assets under advisement totaling over $1.4 billion. At Dyson, I served as an integral member of Dyson’s investment team responsible for asset allocation and manager selection decisions on behalf of its clients. Much of Dyson’s focus is on alternative investments where it feels it can add the most alpha. I was also responsible for the execution of investments within client portfolios as well as the back-end review of managers through client performance reports and periodic manager reviews. Show less

Arlington, Va

Cambridge Associates is a privately held independent consulting firm that offers investment consulting, independent research, performance reporting services, and outsourced portfolio solutions across all asset classes to over 900 institutional investors and private clients worldwide. At Cambridge, I progressed through the Private Investments Group career path at an accelerated rate, receiving three promotions in two years. Prior to my departure, I was a Senior Analyst responsible for private… Show more Cambridge Associates is a privately held independent consulting firm that offers investment consulting, independent research, performance reporting services, and outsourced portfolio solutions across all asset classes to over 900 institutional investors and private clients worldwide. At Cambridge, I progressed through the Private Investments Group career path at an accelerated rate, receiving three promotions in two years. Prior to my departure, I was a Senior Analyst responsible for private equity diligence and analytics on behalf of a large number of complex, institutional clients. Show less

Washington D.C. Metro Area

Founding member of mentorship program assisting undergraduate students incareer placement within the financial services industry.

Chevy Chase, Md

Bba, Finance And International Business

Activities and Societies: Member of the Alpha Epsilon Pi Fraternity Graduated magna cum laude

High School Diploma