- 7 locationsHEADQUARTERS: SAN FRANSISCO
Mellon Capital has provided investors with distinct insights into complex capital markets since 1983. Our unique approach to fundamentals-based systematic investing drives our capabilities, which include multi-asset, active equity, strategic beta, and indexing strategies.
At Mellon Capital, we're committed to helping our clients reach their investment goals. That's why we've been an innovative pioneer of multi-asset dynamic asset allocation for more than 30 years. Our intellectual curiosity, sophisticated research platform, global research and flexibility to transact in all liquid asset classes help us deliver powerful unique investment solutions.
Mellon Capital's strategies are built on a thorough understanding of market fundamentals as opposed to simply relying on empirical results. It believes that its in-depth understanding of the markets has given it an edge over time, and more importantly, will continue to serve as the foundation of its success in the future.
Mellon Capital works closely and collaboratively with clients to analyze their goals and objectives to enable them to best deliver desired outcomes.
CEO, Mellon Capital
Jeff Zhang, CFA
Executive Vide President & Chief Investment Officer, Mellon Capital
Executive Vice President, Chief Operating Officer, Mellon Capital
Richard K. Watson, Jr.
Executive Vice President, Head of Global Distribution, Mellon Capital
Thomas F. Loeb
Chairman Emeritus & Co-Founder, Mellon Capital