Mendel Melzer has over 30 years of experience as an executive and leader in the world of investments and asset management, serving as both President and Chief Investment Officer at several major financial institutions.
At CapAcuity, Mendel serves as Chief Investment Officer, where he is responsible for leading the firm’s investment advisory services and chairs the firm’s investment committee. He and his team analyze trends in investments and recommend appropriate asset allocation, funding and hedging optimization for CapAcuity’s clients. As a member of CapAcuity’s executive committee, Mendel collaborates on the strategic direction and policies of the firm to effectively grow the organization and to ensure its financial strength and operating efficiency.
In addition to his role at CapAcuity, Mendel also serves as an investment committee member of multiple investment partnerships and leads a family real-estate management firm.
Since 1984, Mendel has held multiple senior positions with leading investment firms. For 15 years, Mendel was President and Chief Investment Officer of Newport Group Securities. In that role he built, staffed and oversaw an institutional broker-dealer and investment advisor with over $25 billion in assets under advisement.
Prior to joining Newport, Mendel was Chief Investment Officer at both Prudential Investments and Weiss, Peck and Greer. In those roles, he led investment teams responsible for both public and private investments totaling $180 billion and $18 billion, respectively. At Weiss, Peck and Greer, Mendel was instrumental in launching several new alternative investment vehicles. At Prudential, he led all investment activity for non-general account investment strategies, following several years leading merchant banking teams.
Mendel earned his bachelor’s degree (with honors) in management from the University of Wisconsin-Madison and his master of business administration (with distinction) in finance and international business from New York University. He is a holder of Chartered Financial Analyst (CFA), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.