George Mellman, CFA, CIPM, FRM, CFP
• An objective, insightful, and innovative problem solver. • Seasoned security and portfolio analyst with well-honed investment research, writing, presentation, and client-facing skills. • Skilled in all major investment products and asset classes. Special expertise in best practices for retirement plans. • Demonstrated ability to break down complex investments issues into their basic component parts, make recommendations, and communicate effectively with sophisticated and non-sophisticated audiences. Strong database skills. • Extensive institutional consulting and portfolio advisory background. • Special expertise in assisting C-suite fiduciaries, including CFOs, Treasurers, and Investments Directors. • Undergraduate and MBA-level Finance and Investments instructor.