Timothy P. Mullaney

President & Founder
Melius Investments

Tim has over 30 years of experience in the Financial Services Industry. Throughout his career, Tim has successfully identified and launched new businesses and products including the first diversity money fund platform, one of the industry’s first tax managed funds and the lowest M&E variable annuity to be offered in the marketplace.

Melius’ is Latin for ‘better’.

And in keeping with that philosophy, Tim founded Melius Investments on the principle that advisors want and deserve better for their clients. Recognizing the ability of technology to transform the client experience in one industry after another, Melius has integrated the power of AI technology with the core fundamentals of active management to create the next generation in investing. Simply put, Melius has taken a fresh look at the core building blocks of active management and together with AI, Machine Learning and Ensemble Methods unleashes active management’s potential.

Tim is also a Senior Managing Director with CAVU Securities where he is responsible for their money fund portal business which provides large institutional investors with the industry’s leading-edge technology that assists users with managing their liquidity assets.

Prior to joining CAVU, Tim was a Senior Managing Director at CastleOak Securities were he created, launched and ran their money fund portal business. Prior to CastleOak, Tim held various positions including COO at Post Advisory Group, Managing Director at BNY Mellon, Controller and CFO at Evergreen Investments (now part of Wells Fargo Asset Management), Mutual Fund CFO at Manning and Napier Advisors. Tim also worked early in his career for what is now PriceWaterhouseCoopers as well as Putnam Investments.

Tim is a graduate of Boston College, has a CPA license from the Commonwealth of Massachusetts (inactive).

He is married to his wife Julieta and they have two daughters. They reside in Laguna Niguel, CA.

<back to top>

MARK A. MERRITT

Head of Distribution
Melius Investments

Mark Merritt is the Head of Distribution, overseeing relationships, sales and business development focused on serving the broker-dealer and institutional marketplace.

Mark has extensive financial services experience in leadership, sales, relationship management and business development. Prior to joining Melius Investments, he was the National Sales Director for Prosperity Life Group, is a leading provider of protection, supplemental and asset accumulation products. Mark served as the Chief Distribution Officer for Covr Technologies, a Fintech firm, focused life insurance and hybrid long-term care products. Mark led Nationwide Financial’s Relationship Strategies team, overseeing enterprise level relationships serving banks, national broker-dealers and regional firms. Mark also led relationship management efforts with Prudential Annuities (formerly American Skandia) and The Hartford (Putnam Investment relationship).

Mark holds a Bachelor of Arts degree from Assumption College. He has earned the Fellow Life Management Institute (FLMI) and Certified Business Coach designations.

<back to top>