Gary James Melchior
Analyst-Equity bij Acropolis Investment Management LLC
Profiel
Mr. Gary J.
Melchior is a Senior Portfolio Manager at Acropolis Investment Management LLC.
He has over 30 years of experience in the financial services industry, providing advice to wealthy individuals, small business owners and professionals.
He joined Acropolis in 2007 as a Portfolio Manager and is responsible for providing comprehensive financial planning services as well as investment portfolio design and analysis.
He is a member of Acropolis’ Investment Committee and contributes to the overall investment strategy of the organization.
Prior to joining Acropolis he was a Vice President, Financial Advisory Services at Enterprise Bank & Trust and a Financial Advisor with EQ Financial Consultants Inc., a division of Equitable.
He earned his Certified Financial Planner designation in 2003, his Chartered Life Underwriter designation in 1993 and received his Bachelor’s degree in Journalism from Drake University.
He is a registered investment advisor representative.
Actieve functies van Gary James Melchior
| Bedrijven | Functie | Begin |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Analyst-Equity | 01-01-2007 |
Eerdere bekende functies van Gary James Melchior
| Bedrijven | Functie | Einde |
|---|---|---|
Enterprise Bank & Trust Co. (Lowell, Massachusetts)
 Enterprise Bank & Trust Co. (Lowell, Massachusetts) Regional BanksFinance Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA. | Corporate Officer/Principal | 31-12-2006 |
Opleiding van Gary James Melchior
| Drake University | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
|---|---|
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Finance |
Enterprise Bank & Trust Co. (Lowell, Massachusetts)
Enterprise Bank & Trust Co. (Lowell, Massachusetts) Regional BanksFinance Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA. | Finance |
