Melissa Chadwick-Dunn

Portfolio Manager

Professional Overview
Melissa Chadwick-Dunn is an accomplished portfolio manager with over 20 years of experience in the financial services industry. She specializes in equity research and portfolio management, with a proven track record of delivering strong investment returns for her clients.

Experience Summary

Current Role
As a Portfolio Manager at Victory Capital, Melissa is responsible for managing a diversified portfolio of equity investments, leveraging her in-depth market analysis and research capabilities to identify and capitalize on emerging opportunities. Under her leadership, the portfolio has consistently outperformed relevant benchmarks, solidifying her reputation as a strategic and innovative investment professional.

Career Progression
Prior to joining Victory Capital, Melissa held roles as a Vice President and Partner at RS Investments, where she conducted extensive equity research and analysis, and as an Equity Research Analyst at Putnam Investments. Her early career experience includes a position as a Mergers and Acquisitions Associate at McDaniels SA, where she gained valuable experience in corporate transactions and strategic advisory.

Academic Background
Melissa holds a Bachelor of Science in Finance from the University of California, Berkeley, where she graduated with honors. She is also a CFA charterholder, demonstrating her commitment to maintaining the highest standards of professional expertise and ethical conduct in the investment management industry.

Areas of Expertise

• Equity research and portfolio management

• Financial analysis and modeling

• Asset allocation and risk management

• Strategic decision-making and leadership

• Collaboration and team management

Professional Impact
In addition to her role at Victory Capital, Melissa serves on the Board of Directors and as the Treasurer for the San Francisco General Hospital Foundation, where she leverages her financial acumen and strategic insights to support the organization's mission. She is widely recognized for her contributions to the investment management industry and is a frequent speaker at industry conferences and events.

Conclusion
With her exceptional investment management skills, strategic leadership, and commitment to professional excellence, Melissa Chadwick-Dunn is a respected and influential figure in the financial services industry. Her ongoing success in delivering strong investment returns and her dedication to community involvement make her a valuable asset to both her clients and the broader financial community.