Melfa Wealth Management - specializing in investment/financial services.

Melfa Wealth Management Partners

Partners

Victor J. Melfa, Jr.

Victor J. Melfa, Jr.

Victor J. Melfa Jr., MWM’s managing partner has been successfully managing money for high net worth clients since 1996.  Vic has over 30 years of experience in investments and business and was the founder and President of a two time “INC. 500” Fastest Growing Company in the U.S. that was sold to a multibillion dollar IT company, and is a two time recipient of The Ernst & Young/Merrill Lynch Entrepreneur of the Year Finalist Award.  Vic was also a cofounder of a technology company that had a successful IPO on NASDAQ’s big board. He completed his studies at Northeastern University and attended Wharton’s Executive Training Program.  Mr. Melfa attended both Fay School and The St Mark’s School. 

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.  Mr Melfa is a Registered Representative and an Investment Advisor Representative with Kestra Securities, Inc. and is also a CEP (Certified Estate Planner).

Victor J. Melfa, III

Victor J. Melfa, III

Victor is a partner at MWM. He is a graduate of Babson College with a concentration in finance and entrepreneurship. He worked for Brown Brothers Harriman in their wealth management group where he reported directly to the Chief Operating Officer and worked closely with portfolio managers. He has worked at Melfa Wealth Management over the last several years in several capacities and currently is a partner and investment manager for the firm.

 

Mr. Melfa also holds several securities licenses; Uniform Combined Investment Adviser Law Exam (Series 66), General Securities Representative (Series 7), Investment Company Products/Variable Contracts Representative and Uniform Securities Agent State Law Exam (Series 63). Mr. Melfa is a Registered Representative with Kestra Investment Services and an Investment Advisor Representative with Kestra Advisory Services.

 

He lives in Beacon Hill with his wife, their two daughters and playful black lab Morgan.

Strategist

Dr. Eric Jacquier

Dr. Eric Jacquier

Eric Jacquier is MWM'S Investment Strategist. Dr. Jacquier is a Professor of Finance, with a Ph.D in Finance and Statistics from the University of Chicago Booth School, an MBA from UCLA and an Electrical Engineering degree from SUPELEC (France). He currently holds the Professorship in Derivative Securities at the U. of Montreal Business School, and is a visiting professor at Boston University School of Management where he teaches Risk management in the Mathematical Finance MSc and the MBA programs. Eric is also a visiting professor at Sloan and Wharton, and was a Faculty member at Boston College and Cornell University.

His expertise is in quantitative portfolio management, risk and construction. He is a leader in the fields of volatility and risk forecasting, and the use of Bayesian and simulation methods in Finance, with numerous publications. Professor Jacquier has consulted extensively in the fields of portfolio and risk management, for example, on asset volatility modeling, incorporating regimes and long-term uncertainty in portfolio choice. He is an enthusiastic speaker and executive education course leader in risk and quantitative portfolio construction.

Legal Counsel

Frank McNamara

Frank McNamara

Frank L. McNamara, Jr. is Melfa Wealth Management's Legal Counsel. His specialties include estates and trusts, business and employment law, as well as an expertise in the investment industry. Mr. McNamara also practices law at his firm of McNamara & Associates of Boston and Bolton, Massachusetts. Mr. McNamara attended Harvard College and The University of Virginia School of Law. Between college and law school, he served as an Officer in the United States Navy during the Vietnam War. He later served as an Intelligence Officer at the Pentagon and as a Naval Social Aid to the President of the United States.

Following law school, he was admitted to the bar of the Supreme Judicial Court of the Commonwealth of Massachusetts. He worked as an associate of the Boston firm of Choate, Hall & Stewart. In 1983 he co-founded the general practice Boston firm of Vena, McNamara, Truelove & Lahey. In 1986 he left private practice to accept an appointment from President Ronald W. Reagan to serve as The United States Attorney for the District of Massachusetts. He returned to private practice in 1989 and founded the Boston and Marlborough-based law firm of McNamara & Associates. In 2008 he accepted a position as Of Counsel to the law firm of Bowditch & Dewey in Boston and Worcester where he practiced until February of 2012.

In addition to his legal expertise, Mr. McNamara has considerable experience in the areas of investment management, having served as President of Parkman Shaw & Company, Inc., a Boston-based registered investment advisor, as a Managing Director of Highmount Capital, LLC, a Boston and New York-based international wealth management firm, and as a founding partner with George Gilder, one of America's leading technology gurus, of a hedge/venture fund specializing in public and private investments in the technology sector.

 

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.
Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Melfa Wealth Management is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra Advisory Services, LLC (Kestra AS) may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra AS Compliance department at 512-697-6000.