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 undergraduate studies at Northeastern University. He also completed The Wharton School Business Partner Program in 1993. 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 is Fig’s managing partner and has been the company’s lead portfolio manager for over a decade. He designs equity and bond strategies, analyzes financial risk, and works closely with clients to build tailored portfolios that utilize our models. Victor believes strongly in factor investing and has had a frontline buy-side role since entering the firm at 22 years old during the 2008 financial crisis. His position as a factor and deep-value driven portfolio manager for his entire 15-year career gives him a firsthand perspective on markets. Victor earned his Master of Science in Finance from Johns Hopkins University’s Carey Business School, where his professors included Frank Fabozzi, Alessandro Rebucci, Jim Kyung-Soo Liew and Nicola Fusari. He earned his Bachelor of Science in Business Administration from Babson College. Victor is a Municipal and General Securities Representative (Series 7), Series 63 and Series 66.