Dakota Wealth Management
Mr. Melly joined Persimmon in May of 2014 and is responsible for all facets of the research process at Persimmon including capital market research, mutual fund and manager research and is a member of the firm’s investment committee. He is also involved in portfolio design and risk management of the firm’s asset management vehicles. Prior to joining Persimmon, Mr. Melly served as the Director of Research for an independent advisory firm serving high net worth individuals where he developed risk based portfolios and was responsible for manager due diligence. In 2005, Mr. Melly was employed with SEI Investments where he supported the private wealth management division. Previous to SEI, Mr. Melly served as a research analyst for Hirtle Callaghan and Associates. Mr. Melly is a graduate of Drexel University, where he received two bachelor’s degrees in Finance and Economics. Mr. Melly also holds the Chartered Financial Analyst® designation.