![Tim Melly](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Tim Melly
Directeur en chef des Investissements chez
Dakota Wealth LLC
Profil
Mr. Timothy M.
Melly, CFA, is a Chief Investment Officer at Dakota Wealth LLC.
He fis responsible for leading the firm’s investment team and platform.
In this capacity, his responsibilities encompass development of investment offerings, strategy oversight, and consulting on portfolio design, asset allocation, security selection, and risk management.
Mr. Melly also evaluates portfolio performance, conducts market analysis and research to identify opportunities and trends, and provides the firm’s investment outlooks.
He plays an integral role in developing the next-generation talent within Dakota’s investment team.
As the leader of the investment team, he works together with the firm’s experienced professionals, challenging them and pushing them to improve.
He collaborates with our advisor teams, providing the firm’s investment perspective.
He is also an integral member of Dakota’s leadership team, contributing to organizational vision, strategic initiatives, and team motivation.
Prior to joining Dakota, Mr. Melly was the Vice President of Research at Persimmon Capital Management, which was acquired by Dakota in July 2021.
In this role, he managed the firm’s mutual fund, a fund of hedge funds portfolio, and bespoke client portfolios.
Earlier in his career, he co-founded Blue Wave Global Investors, LP, a quantitative long/short equity hedge fund.
He also consulted for a FinTech start-up AlphaHedge Capital Partners, where he developed quantitative tools for manager evaluation and risk monitoring.
His foundational experience includes serving as Director of Research at a multi-family office, where he developed risk-based portfolios and was responsible for manager due diligence.
Mr. Melly is a graduate of Drexel University, holding bachelor’s degrees in both Finance and Economics.
He also holds the Chartered Financial Analyst® (CFA) designation.
Postes actifs de Tim Melly
| Sociétés | Poste | Début |
|---|---|---|
Dakota Wealth LLC
 Dakota Wealth LLC Investment ManagersFinance DWM uses a process that includes the inputs of valuation and fundamental analysis, along with a rules-based overlay incorporating technical analysis that helps inform their decision making. They then apply this process in the form of different types of investment offerings: equities, fixed income, ETFs, asset allocation and options. The firm utilizes both actively and passively managed mutual funds in an asset allocation framework to provide client portfolios with a diversified exposure to the broader capital markets. | Directeur en chef des Investissements | 01/05/2025 |
Anciens postes connus de Tim Melly
| Sociétés | Poste | Fin |
|---|---|---|
Persimmon Capital Management LP
 Persimmon Capital Management LP Investment ManagersFinance PCM aims to preserve and increase wealth for their clients through the structured management of risk using non-traditional investment opportunities such as hedge funds, private equity and debt funds, and direct investments in private real estate and operating companies. The firm strongly believes in non-correlated assets that provide return streams agnostic of traditional equities or bond markets. | Directeur de la Recherche - Actions | 01/07/2021 |
Formation de Tim Melly
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
3
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Drexel University
 Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Dakota Wealth LLC
Dakota Wealth LLC Investment ManagersFinance DWM uses a process that includes the inputs of valuation and fundamental analysis, along with a rules-based overlay incorporating technical analysis that helps inform their decision making. They then apply this process in the form of different types of investment offerings: equities, fixed income, ETFs, asset allocation and options. The firm utilizes both actively and passively managed mutual funds in an asset allocation framework to provide client portfolios with a diversified exposure to the broader capital markets. | Finance |
Persimmon Capital Management LP
Persimmon Capital Management LP Investment ManagersFinance PCM aims to preserve and increase wealth for their clients through the structured management of risk using non-traditional investment opportunities such as hedge funds, private equity and debt funds, and direct investments in private real estate and operating companies. The firm strongly believes in non-correlated assets that provide return streams agnostic of traditional equities or bond markets. | Finance |
