Victor J. Melfa Jr
Vic has over 40 years of experience in investments and business and was the founder and President of a two time “INC. 500” Fastest Growing Company that was sold to a multibillion dollar IT company in the 1990s. He’s a two time recipient of The Ernst & Young/Merrill Lynch Entrepreneur of the Year Finalist Award. Vic also was a cofounder of a technology company that had a successful IPO on NASDAQ’s big board. By the late 1990’s Vic started an early factor-driven investment firm that formed the roots of our firm today. Mr. Melfa attended Fay School and St Mark’s School and completed his studies at Northeastern University. 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.
Victor J. Melfa III
Victor has been the company’s lead portfolio manager for over a decade and works closely with clients to build tailored portfolios that utilize our strategies. A graduate of Babson College, he believes strongly in factor investing and has had a frontline buy-side role since entering the firm at 22 years old during the 2008 crash. Victor’s position as a factor and deep-value driven portfolio manager for his entire 12 year career gives him a unique first hand perspective on markets. Victor is a Municipal and General Securities Representative (Series 7), Series 63 and Series 66.
Dr. Eric Jacquier
Professor Jacquier is MWM’s Investment Strategist. Eric helps to refine our strategies based on quantitative analysis. He’s a Professor of Finance with a Ph.D in Finance and Statistics from the University of Chicago Booth School, an MBA from UCLA and an Electrical Engineering degree from SUPELEC (France). He held the Professorship in Derivative Securities at the U. of Montreal Business School, and is currently a masters level finance professor at Boston University School of Management where he teaches Risk management in the Mathematical Finance MSc and MBA programs. Eric has also been a visiting professor at MIT Sloan and University of Pennsylvania Wharton, and was a Faculty member at Boston College and Cornell University.
His expertise is in quantitative portfolio management, risk and construction. He is a leader in the fields of volatility and risk forecasting, and the use of Bayesian and simulation methods in Finance, with numerous publications. Professor Jacquier has consulted extensively in the fields of portfolio and risk management, for example, on asset volatility modeling, incorporating regimes and long-term uncertainty in portfolio choice. He is an enthusiastic speaker and executive education course leader in risk and quantitative portfolio construction.