Candice Lynn Melcher
Plus aucun poste en cours
Profil
Prior to joining FMA in 2005, Ms. Melcher was an owner, chief compliance officer and chief operating officer at Stratford Advisory Group, a Chicago-based investment adviser.
She has more than 25 years of management, compliance, and financial consulting experience with small businesses, including as a sole proprietor and a consultant at Arthur Andersen & Co. Ms. Melcher is a member of the American Institute of Certified Public Accountants.
Ms. Melcher earned a BS in accounting from the University of Illinois, an MS in Taxation from DePaul University, and completed the CFP Program at DePaul University and the CFP examination.
Anciens postes connus de Candice Lynn Melcher
| Sociétés | Poste | Fin |
|---|---|---|
Stratford Advisory Group, Inc.
 Stratford Advisory Group, Inc. Investment ManagersFinance Founded in 1982, Stratford Advisory Group, Inc. is an independent, full-service investment consulting and advisory firm, registered as an investment advisor with the SEC under the Investment Advisers Act of 1940*. Stratford provides investment consulting to-Endowments, Foundations, Healthcare organizations, Defined benefit and defined contribution plans, Taft-Hartley funds, Public retirement plans, Private wealth, Corporations (operating assets and other taxable funds), Non-qualified plans. They assist clients with strategic investment program management. This includes investment policy development, asset allocation strategy, investment manager structure, manager selection, performance measurement and manager evaluation and oversight. They are distinguished by their proactive consulting approach-timely advice, specific recommendations, and implementation assistance. Their only business is investment consulting and advisory services; 100% of their revenue comes from their investment consulting and advisory relationships. They have no affiliations, financial arrangements or relationships with any investment managers or other organizations that could compromise their independence. Stratford serves its national client base from a single office located in Chicago, Illinois. All of their client consulting, investment research, manager research, and administrative support is conducted at this site. | Directeur des opérations | - |
Fiduciary Management Associates LLC
 Fiduciary Management Associates LLC Investment ManagersFinance Founded in 1980, Fiduciary Management Associates LLC is a registered investment advisor located in Chicago, Illinois. The firm manages separate account portfolios for a national client base that includes public funds, Taft-Hartley funds, corporate pension funds, charitable organizations and high net-worth individuals. | Corporate Officer/Principal | - |
Formation de Candice Lynn Melcher
| University of Illinois | Undergraduate Degree |
| DePaul University | Graduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Fiduciary Management Associates LLC
Fiduciary Management Associates LLC Investment ManagersFinance Founded in 1980, Fiduciary Management Associates LLC is a registered investment advisor located in Chicago, Illinois. The firm manages separate account portfolios for a national client base that includes public funds, Taft-Hartley funds, corporate pension funds, charitable organizations and high net-worth individuals. | Finance |
Stratford Advisory Group, Inc.
Stratford Advisory Group, Inc. Investment ManagersFinance Founded in 1982, Stratford Advisory Group, Inc. is an independent, full-service investment consulting and advisory firm, registered as an investment advisor with the SEC under the Investment Advisers Act of 1940*. Stratford provides investment consulting to-Endowments, Foundations, Healthcare organizations, Defined benefit and defined contribution plans, Taft-Hartley funds, Public retirement plans, Private wealth, Corporations (operating assets and other taxable funds), Non-qualified plans. They assist clients with strategic investment program management. This includes investment policy development, asset allocation strategy, investment manager structure, manager selection, performance measurement and manager evaluation and oversight. They are distinguished by their proactive consulting approach-timely advice, specific recommendations, and implementation assistance. Their only business is investment consulting and advisory services; 100% of their revenue comes from their investment consulting and advisory relationships. They have no affiliations, financial arrangements or relationships with any investment managers or other organizations that could compromise their independence. Stratford serves its national client base from a single office located in Chicago, Illinois. All of their client consulting, investment research, manager research, and administrative support is conducted at this site. | Finance |
