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.