George Mellman, CFA, CIPM, FRM

George Mellman is a veteran finance consultant with decades of senior-level, client-facing work for institutional money managers, fiduciary oversight committees, C-suite executives, and third-party advisory firms. He is a skilled analyst in all major asset classes, with special expertise in “best practices” for DB and DC retirement plans.

For over fifteen years, George was a Vice President and Senior Consultant at Fidelity’s Investment, where he was responsible for maintaining ongoing investments relationships with many of its largest corporate and non-profit clients. Previously, he had been Director of Consultant Relations at a Connecticut-based asset management firm and a pension consultant for multi-employer and public-sector clients.

For his institutional clients, George has evaluated investment portfolios, made buy-sell and asset allocation recommendations, and assisted with their other fiduciary oversight decisions.  For these clients, this has led to improved portfolio risk-return metrics, measurable cost savings, and greater overall alignment with stated investment goals.

Additionally, for many years George was an MBA and undergraduate level Finance Instructor at both Northeastern University in Boston and Sacred Heart University in Fairfield, Connecticut. He also has been engaged in litigation analysis support activities and various start-up organizations.  Published research includes “401(k) Lawsuits: What Are the Causes and Consequences?” (https://crr.bc.edu/wp-content/uploads/2018/04/IB_18-8.pdf)

George has been an active volunteer with the CFA Institute, where he has served on Technology, Education, and Committees Governance committees.   Earned professional designations include: Chartered Financial Analyst (“CFA”), Certificate in Investment Performance Measurement (“CIPM”), Financial Risk Manager (”FRM”), and Certified Financial Planner (“CFP”). He holds an undergraduate degree from Boston University and an MBA from Carnegie-Mellon University.

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