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Outsourced access to investment experience and acumen.
Mendel Melzer, CFA
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Mendel Melzer is a seasoned business executive and investor. During the course of his three decade career, he held multiple senior positions with leading investment firms. Having retired in 2017, Mendel now advises a select group of institutional investors.
Mendel currently serves clients in multiple capacities. Examples include: A member of an Investment Committee for a Family Office, an outsourced Chief Investment Officer for a Registered Investment Advisor and a Consultant to Ultra-High Net Worth investors.
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