Justin Mellon brings over 25 years experience Leading in the Investment, Consulting, Coaching, Advising, Finance, and Accounting Industry; using the best AI-Fintech custom IT solutions with investments. He solved both Complex business and investment problems, in his double Certifications at Yale SOM, Executive Education. One is an update to Modern Portfolio Theory. This was due to the excellent Programs, and timing with Microsoft, providing an update. He ranked in the top 3, out of 130 peers, the official ranking out of the top 3, wasn't given. Justin has also created custom similar products for major US Agencies, Colleges, business-to-business, and for the Department of Defense.
Certifications: Yale SOM, Executive Education
*Investment Management Theory & Practice *Accelerated Management
Additional Training:
State College at NMSU, MBA & BBA: Honors & Voted Class Leader, Major: Management, Minors: Managerial Leadership * Project Management * Supply Chain Management
April Mellon has over 20 years of experience managing accounts and working with leadership. Her most concurrent role as a Business and Financial Manager, at the Office of the Vice President of Research, for a Major State University. April also has over 15 years of Leadership experience in her field.
The Mellon's spend all their free time with their Family of 5, friends. and 2 dogs. They enjoy being actively engaged in their Community, as Sport Coaches, and April, as a Treasurer to one of their local schools, as well as both, volunteering. They enjoy traveling, and experiencing the National Parks, and popular events in America's Cities. Justin and April met while Justin was serving in the Military. Their Service is on the Mellon Consultants webpage below. Also, where "Grit: We are America" can be found. Which will be released Memorial Weekend, and is a memoir-like reflection of events in the Mellon Family.
Mellon Advisor is an Affiliate of Mellon Consultants, who is Honored to be a Corporate Champion of the Wounded Warrior Project.
Services (mellonconsultants.com)
We are dedicated to providing our clients with best practice, integrity, and results.
Business to Business or Personal, we use our technology and expertise to provide our clients with a winning portfolio; that supports their passions, interests, goals and retirements with their values.
Mellon Advisor is not affiliated with "BNY" Mellon", or "BNY Mellon's affiliates", and is not a "Broker".
"THE TERM FINANCIAL ADVISOR IS A GENERIC TERM THAT USUALLY REFERS TO A BROKER (OR, TO USE THE TECHNICAL TERM, A REGISTERED REPRESENTATIVE). BY CONTRAST, THE TERM INVESTMENT ADVISER IS A LEGAL TERM THAT REFERS TO AN INDIVIDUAL OR COMPANY THAT IS REGISTERED AS SUCH WITH EITHER THE SECURITIES AND EXCHANGE COMMISSION OR A STATE SECURITIES REGULATOR. COMMON NAMES FOR INVESTMENT ADVISERS INCLUDE ASSET MANAGERS, INVESTMENT COUNSELORS, INVESTMENT MANAGERS, PORTFOLIO MANAGERS, AND WEALTH MANAGERS. INVESTMENT ADVISER REPRESENTATIVES ARE INDIVIDUALS WHO WORK FOR AND GIVE ADVICE ON BEHALF OF REGISTERED INVESTMENT ADVISERS." WWW.FINRA.ORG
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