Mellon Capital Management

FUNDAMENTALS-BASED SYSTEMATIC INVESTING; SOLUTIONS SPANNING MULTI-ASSET, ACTIVE EQUITY, SMART BETA AND INDEXING

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  • 1983
    ESTABLISHED
  • 7 locations
    HEADQUARTERS: SAN FRANSISCO

OVERVIEW

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.

Investment Philosophy

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.

TEAM

Mellon Capital Management began with its strategic leadership and a new way of thinking. It is recognized as an originator of value based tactical asset allocation and index fund management. Today, the experienced and successful team is committed to leading through innovation and intellectual curiosity.

LEADERSHIP TEAM

  • Gabriela Parcella

    Gabriela Parcella

    CEO, Mellon Capital

  • Jeff Zhang, CFA

    Jeff Zhang, CFA

    Executive Vide President & Chief Investment Officer, Mellon Capital

  • Linda Lillard

    Linda Lillard

    Executive Vice President, Chief Operating Officer, Mellon Capital

  • Richard K. Watson, Jr.

    Richard K. Watson, Jr.

    Executive Vice President, Head of Global Distribution, Mellon Capital

  • Thomas F. Loeb

    Thomas F. Loeb

    Chairman Emeritus & Co-Founder, Mellon Capital

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