Matt Melott

Experience

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  AgChoice Farm Credit, ACA

  Jun 2015 - Aug 2015

  Credit Analyst

  Compared financial statements, performed ratio analysis, and forecasted loan performance.Developed a linear model to aid in identifying defaults preemptively

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  Valicenti advisory services inc.

  Mar 2016 - Apr 2021

  Built strong relationships with clients and internal team members through intentional and consistent communicationDeveloped procedures to expand into another business line of 401(k) rolloversManaged multiple strategies primarily related to asset allocation and due diligence Completed fast-paced, detail oriented trading tasks and tracked performance to find efficiencies and additional profit opportunitiesConducted financial analysis, developed economic assumptions/outlooks, and presented to executive teams and nonprofits

  • Junior Portfolio Manager

    Oct 2019 - Apr 2021

  • Trader/Investment Analyst

    Mar 2016 - Oct 2019
• 

  Faithward Capital

  Apr 2021 - Aug 2024

  Build relationships between internal and external teams across multiple job functions to innovate and achieve client successLead and encourage direct reports to achieve personal goals and complete tight deadlines in a fast-paced, dynamic environmentPresent complex strategies and investment opportunities to executives, nonprofits, and the general public Drove investment strategy and contributed to Investment Committee discussionsConducted fundamental, qualitative and quantitative financial analysis on publicly traded securitiesLed summer internship program and built employee pipeline

  • Director of Wealth Management

    Sept 2022 - Aug 2024

  • Portfolio Manager

    Apr 2021 - Sept 2022
• 

  Pennsylvania Public School Employees' Retirement System (PSERS)

  Aug 2024 - now

  Investment Professional