Steve Melnick, CFA®

Director of Investment Management

Steve Melnick has close to 10 years of investment experience within the RIA space, most recently from Brown Advisory. At Brown Advisory, he was a Senior Research and Portfolio Analyst and worked on several investment related activities at the firm. Prior to Brown, Steven was at Dyson Capital Advisors and Cambridge Associates. Steven assists the Investment team with due diligence, newsletter writing, and serves as a resource to Advisors looking to grow their business as well as learning the Risk Monitor system. Steven holds a Bachelors of Business Administration in Finance from George Washington University and is also a CFA Charter holder.