Gregory Mark Melvin

Executive Vice President & Chief Investment Officer at C. S. McKee LP

Gregory Mark Melvin

Gregory Mark Melvin

Executive Vice President & Chief Investment Officer at C. S. McKee LP

Biography

Chairman of the Investment Policy Committee, Mr. Melvin has overall responsibility for client portfolios and the investment process.

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Experience
Prior to joining C. S. McKee in 2000, Mr. Melvin was president and chief investment officer of Dartmouth Capital Advisors, Inc., an institutional investment management firm he founded in 1995. There he compiled a record of beating market returns on both equity and fixed income investments. Mr. Melvin spent the previous 15 years managing investments at Federated Investors, serving as vice president, senior portfolio manager and member of the Investment Policy Committee for asset allocation funds. Funds in several categories under his management at Federated Investors won top rankings from Lipper, Inc.
Education
Mr. Melvin holds the Chartered Financial Analyst designation as well as an M.B.A. degree in finance from Harvard Business School and a bachelor’s degree from Dartmouth College. He graduated from Brooks School in North Andover, MA.
Personal
Greg enjoys an “occasional” round of golf at Oakmont Country Club. He, his wife Joan, and their family live in Wexford, Pennsylvania, outside Pittsburgh.

Overview
Career Highlights

C. S. McKee LP
Dartmouth Capital Advisors, Inc.

RelSci Relationships

159

Primary Location

Wexford, PA

Number of Boards

3

Number of Awards

1

Relationships
RelSci Relationships are individuals Gregory Mark Melvin likely has professional access to. A relationship does not necessarily indicate a personal connection.

President at C. S. McKee LP

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Chairman, President & Chief Executive Officer at F.N.B. Corporation

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Managing Partner at Tecum Capital Management, Inc.

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Chief Executive Officer at C. S. McKee LP

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Chief Compliance Officer at C. S. McKee LP

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Chief Executive Officer & General Partner Member at C. S. McKee LP

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Controller at C. S. McKee LP

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Systems Administrator at C. S. McKee LP

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Senior Vice President & Portfolio Manager, Fixed Income at C. S. McKee LP

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Vice President, Portfolio Manager & Investment Analyst, Equities at C. S. McKee LP

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In The News
Pittsburgh Post-Gazette
August 6, 2017
DON'T BET AGAINST THE BULL
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Gregory Mark Melvin
Executive Vice President & Chief Investment Officer at C. S. McKee LP
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Education
MBA, Finance
Class of 1980

Harvard Business School (HBS) is the graduate business school of Harvard University in Boston, Massachusetts, United States. The school offers a large full-time MBA program, doctoral programs, and many executive education programs. It owns Harvard Business School Publishing, which publishes business books, leadership articles, online management tools for corporate learning, case studies, and the monthly Harvard Business Review.

Bachelor's Degree
Class of 1978

Founded in 1769, Dartmouth is a member of the Ivy League and consistently ranks among the world's greatest academic institutions. Dartmouth has forged a singular identity for combining its deep commitment to outstanding undergraduate liberal arts and graduate education with distinguished research and scholarship in the Arts & Sciences and its three leading professional schools—the Geisel School of Medicine, Thayer School of Engineering, and the Tuck School of Business.

BROOKS SCHOOL IS A COLLEGE PREPARATORY SCHOOL THAT SEEKS TO PROVIDE THE MOST MEANINGFUL EDUCATIONAL EXPERIENCE OUR STUDENTS WILL HAVE IN THEIR LIVES.

Career History
Executive Vice President & Chief Investment Officer
2002 - Current

C.S. McKee's equity investment approach is based cash flow-based quantitative models and a proprietary risk assessment model coupled with comprehensive qualitative analysis. Three distinct models are used as components of the firm's quantitative analysis. These models are run concurrently against a universe comprised of stocks in the specific product's appropriate benchmark index. Each model generates a top-to-bottom ranking of all stocks in the universe.The Fundamental Model seeks the best combination of economic earnings and future growth. McKee seeks to buy the assets and cash flows of companies at a discount to the fair value, paying less for both the historical and projected earnings streams. The Technical Model focuses on standard trend indicators such as price momentum and earnings-per-share momentum and is designed to identify catalysts for change and provide confirmation from the market that the undervaluation is not permanent. The Risk Assessment Model examines a wide range of business factors such as bond spread, bond rating, tax rate and pension fund status. It provides a proprietary measurement of the relative business risk of the company, and is an essential element of the process because it may provide a very different ranking for the company than the fundamental or technical models.McKee's fixed income methodology incorporates a bottom-up approach that is opportunistic, yet risk-controlled. Their focus on security analysis and selection is designed to mitigate risk associated with credit, duration, or yield curve decisions. Sector weightings are largely a function of the security selection decision. The credit portion of a portfolio focuses on active trading of the highest quality, most liquid issuers. McKee operates within a duration range of 80% to 120% versus the benchmark. They seek to identify to add return by identifying the changing shape of the curve, and searching for arbitrage opportunities. Fundamental and technical analyses determine the optimal maturity structure for the expected changes in rates.

Founder
1995 - Current

Dartmouth Capital Advisors, Inc. is an American private company located in Wexford, PA. The firm provides investment advice.

Vice President
1980 - 1994

Federated Investment Management Co.'s investment management group consists of Federated Global Fixed Income (GFI) and Federated Global Equity (GE) teams. GFI encompasses all domestic and international bond products, high yield, money market funds and separately managed fixed-income portfolios. GE manages all domestic, international and global equity products and separately managed equity portfolios. Non-US funds are managed by Federated Global Investment Management Corp.

Boards & Committees
Chairman, Investment Policy Committee
2000 - Current

C.S. McKee's equity investment approach is based cash flow-based quantitative models and a proprietary risk assessment model coupled with comprehensive qualitative analysis. Three distinct models are used as components of the firm's quantitative analysis. These models are run concurrently against a universe comprised of stocks in the specific product's appropriate benchmark index. Each model generates a top-to-bottom ranking of all stocks in the universe.The Fundamental Model seeks the best combination of economic earnings and future growth. McKee seeks to buy the assets and cash flows of companies at a discount to the fair value, paying less for both the historical and projected earnings streams. The Technical Model focuses on standard trend indicators such as price momentum and earnings-per-share momentum and is designed to identify catalysts for change and provide confirmation from the market that the undervaluation is not permanent. The Risk Assessment Model examines a wide range of business factors such as bond spread, bond rating, tax rate and pension fund status. It provides a proprietary measurement of the relative business risk of the company, and is an essential element of the process because it may provide a very different ranking for the company than the fundamental or technical models.McKee's fixed income methodology incorporates a bottom-up approach that is opportunistic, yet risk-controlled. Their focus on security analysis and selection is designed to mitigate risk associated with credit, duration, or yield curve decisions. Sector weightings are largely a function of the security selection decision. The credit portion of a portfolio focuses on active trading of the highest quality, most liquid issuers. McKee operates within a duration range of 80% to 120% versus the benchmark. They seek to identify to add return by identifying the changing shape of the curve, and searching for arbitrage opportunities. Fundamental and technical analyses determine the optimal maturity structure for the expected changes in rates.

Member, Board of Directors
Current

First National Bank of Pennsylvania operates as nationally chartered commercial bank. It provides a full line of consumer banking products and services, including deposit products, mortgage lending, consumer lending and a complete suite of mobile and online banking services. The company was founded in 1864 and is headquartered in Pittsburgh, PA.

Vice President
1980 - 1994

FIMCO's investment management group consists of Federated Global Fixed Income (GFI) and Federated Global Equity (GE) teams. GFI encompasses all domestic and international bond products, high yield, money market funds and separately managed fixed-income portfolios. GE manages all domestic, international and global equity products and separately managed equity portfolios. Non-US funds are managed by Federated Global Investment Management Corp.

Political Donations
Awards & Honors
CFA (Chartered Financial Analyst)
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