Mendel Melzer

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Mendel is a seasoned business executive and investor. He is currently the Managing Member of Melzer Consulting, LLC, where he advises investors on investment strategy, asset allocation and implementation. He also serves as Chief Investment Officer of CapAcuity, LLC, a Registered Investment Advisor serving the executive benefit market. 

 

Since 1984, Mendel has held multiple senior positions with leading investment firms. For 15 years, Mendel was President and Chief Investment Officer of Newport Group Securities, an institutional broker-dealer and investment advisor with over $25 billion in assets under advisement. Newport provided investment advice to corporate retirement plans and other institutional investors, as a subsidiary of a retirement services firm with over $150 billion in assets.

 

Prior to joining Newport, Mendel was Chief Investment Officer at both Prudential Investments and Weiss, Peck and Greer. In those roles, he led investment teams responsible for both public and private investments totaling $180 billion and $18 billion, respectively.

 

At Weiss, Peck and Greer, Mendel was instrumental in launching several new alternative investment vehicles. At Prudential, he led all investment activity for non-General Account investment strategies, following several years leading merchant banking teams.

Mendel earned his BBA (with honors) in Management from University of Wisconsin – Madison and his MBA (with distinction) in Finance and International Business from New York University. He is a holder of the Chartered Financial Analyst (CFA), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) certifications.

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