Victor J. Melfa, Jr.

Victor J. Melfa Jr., MWM's managing partner has been successfully managing money for high net worth clients since 1998 when he formed Melfa Financial Services. He is a senior investment advisor and Certified Estate Planner (CEP) with over 30 years of experience in investments, finance and business. Vic is a member of NICEP (National Institute of Certified Estate Planners), The Million Dollar Round Table and an inductee into New England Financials' prestigious Hall of Fame. Vic was the founder and President of a two time "INC. 500" Fastest Growing Company in the U.S. that was sold to a multibillion dollar IT company, and is a two time recipient of The Ernst & Young/Merrill Lynch Entrepreneur of the Year Finalist Award. Vic was also a cofounder and Senior Vice President of a technology company that had a successful IPO on NASDAQ's big board. He completed his studies at Northeastern University and attended Wharton's Executive Training Program. Mr. Melfa also holds several securities licenses; Uniform Investment Adviser Law Exam, General Securities Representative, Investment Company Products/Variable Contracts Representative and Uniform Securities Agent State Law Exam. Mr Melfa is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc.

Victor J. Melfa III

Victor is a graduate of Babson College with a concentration in finance and business.  He worked for Brown Brothers Harriman in their wealth management group where he reported directly to the Chief Operating Officer and worked closely with portfolio managers and clients. He researched existing analyst information on key sectors and also created objective guidelines for asset allocation* as it related to annual income.  Victor subsequently worked for an investment bank that worked with turnaround companies where he focused on analysis and recommendations on specific banking-client relationships.  He has worked at Melfa Wealth Management over the last several years in several capacities and currently is an investment advisor for the firm.  Victor holds his Uniform Securities Agent State Law Exam and General Securities Representative licenses.  Mr Melfa is a Registered Representative and an Investment Advisor Representative with NFP Securities, Inc. He lives in Boston and is an avid golfer. 

Victor J. Melfa

Vic Melfa is MWM's corporate advisor.  He is currently the CEO and cofounder of The Training Associates.  Vic was a pioneer in the computer and technical training industry. Vic has been an Entrepreneur of the Year finalist three times and was CEO of an "INC. 500" Fastest Growing Company two times.  Vic has a B.S. and M.A. in Physics from the College of the Holy Cross and Columbia University, respectively, all of his Doctoral credits from the latter, and an MBA from Northeastern University. He has been an adjunct professor at Boston University and Boston College, where he developed and taught technical, finance and management courses. He has studied and taught modern portfolio theory and investing science.  Vic was awarded appointments at the Los Alamos and Naval Research Laboratories.

 

*Asset Allocation does not guarantee against loss. It is a method used to help manage investment risk.