Tim Melly

Portfolio Manager-Equities at Dakota Wealth LLC

Finance

Consumer Services

Profile

Timothy Michael Melly is currently the Director of Investment Solutions at Dakota Wealth LLC.
Prior to this, he worked as the Vice President of Research at Persimmon Capital Management LP from 2014 to 2021.
He obtained his undergraduate degree from Drexel University.

Tim Melly active positions

Companies	Position	Start
Dakota Wealth LLC Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services.	Portfolio Manager-Equities	30/06/2021

All active positions of Tim Melly

Former positions of Tim Melly

Companies	Position	End
Persimmon Capital Management LP Persimmon Capital Management LP Investment ManagersFinance Persimmon Capital Management LP (PCM) is a registered is a multi-family office and investment consulting firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Gregory S. Horn in 1998 and is a subsidiary of Dakota Wealth Management LLC. PCM provides investment and wealth advisory services to ultra-high net worth families, individuals, and private endowments and foundations. The firm is also the investment adviser to a multi-strategy, master/feeder hedge fund of funds complex, Persimmon Absolute Return Master Fund, LP and Persimmon Long/Short Fund, a long/short mutual fund (Ticker: LSEIX).	Director of Research - Equity	30/06/2021

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Training of Tim Melly

Drexel University

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
Persimmon Capital Management LP Persimmon Capital Management LP Investment ManagersFinance Persimmon Capital Management LP (PCM) is a registered is a multi-family office and investment consulting firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Gregory S. Horn in 1998 and is a subsidiary of Dakota Wealth Management LLC. PCM provides investment and wealth advisory services to ultra-high net worth families, individuals, and private endowments and foundations. The firm is also the investment adviser to a multi-strategy, master/feeder hedge fund of funds complex, Persimmon Absolute Return Master Fund, LP and Persimmon Long/Short Fund, a long/short mutual fund (Ticker: LSEIX).	Finance
Dakota Wealth LLC Dakota Wealth LLC Investment ManagersFinance Dakota Wealth LLC, do-business-as Dakota Wealth Management (DWM), is a registered investment management firm headquartered in Palm Beach Gardens, Florida. The firm was founded in 2006 as Oakmont Partners LLC. They are a wholly owned and controlled subsidiary of Dakota Wealth Management LLC. DWM provides high-net-worth individuals and families with a wide array of wealth planning and investment advisory services.	Finance