Steven Melnick

Steven Melnick, CFA has a diverse work experience in the investment management field. Steven is currently the Director of Investment Management at Summit Financial, where they have been working since 2019. Prior to this role, they served as the Associate Director of Investment Management at Summit Financial from 2019 to 2023.

Before joining Summit Financial, Steven worked at Brown Advisory as a Research Analyst from 2015 to 2019. Steven also gained valuable experience at Dyson Capital Advisors, where they served as an Investment and Operations Associate from 2012 to 2015. During their time at Dyson, they were responsible for asset allocation and manager selection decisions on behalf of high net-worth families.

Steven's career in the investment industry began at Cambridge Associates, where they worked as a Private Investments Senior Analyst from 2010 to 2012. Steven rapidly progressed through the company, receiving three promotions in two years. At Cambridge Associates, they were responsible for private equity diligence and analytics for institutional clients.

Additionally, Steven has prior experience as a Student Ambassador at The George Washington University Financial Services Alliance (2009-2011), an Operations and Financial Analyst Intern at Columbia Partners, L.L.C. Investment Management (2007-2010), and an Intern at A.G. Edwards (2007).

Overall, Steven Melnick, CFA has a strong background in investment management, with expertise in asset allocation, manager selection, private equity diligence, and analytics.

Steven Melnick, CFA has a strong educational background. Steven obtained a BBA degree in Finance and International Business from The George Washington University, School of Business in May 2010. Prior to that, they completed their high school education and obtained a High School Diploma from Holmdel High School in 2006. In addition to their academic achievements, they also hold a Chartered Financial Analyst (CFA) certification from the CFA Institute. The exact date when they obtained this certification is not specified.