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About
Dalton Mellon is a Portfolio Manager at David Vaughan Investments, LLC in Peoria, Illinois, where he plays a key role in managing client investment portfolios and providing strategic financial guidance. His responsibilities include making investment decisions, conducting market research, and collaborating with clients to help them achieve their financial objectives. Mellon is known for his disciplined approach, integrity, and commitment to client-centered service.
Mellon specializes in a broad range of asset classes, including equities, fixed income, and alternative investments, with a focus on constructing diversified portfolios tailored to individual client needs. He leverages his expertise in investment analysis and portfolio management to navigate complex financial markets and deliver consistent results for clients.
With over a decade of experience at David Vaughan Investments, Mellon began his career as an Advisory Analyst before advancing to his current role as Portfolio Manager. He holds a degree in Finance in Investments and Securities from the University of Illinois at Urbana-Champaign and is a Chartered Financial Analyst (CFA) charterholder. Mellon has contributed to firm-wide initiatives, including leading the DVI Corporate Challenge to support local charities, and is recognized for his leadership and dedication to both the investment industry and the Peoria community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| David Vaughan Investments, LLC | Portfolio Manager | Jan 2020 to Present | — |
| David Vaughan Investments, LLC | Advisory Analyst | Jun 2013 to Dec 2019 | — |
Education
University of Illinois at Urbana-Champaign
Finance, Investments and Securities
2009 — 2013
Skills & Expertise
Others at Vaughan David Investments Llc/il (4)
| Name | Role | Location |
|---|---|---|
| Senior Vice President and Chief Investment Officer | Peoria, IL , United States | |
| Associate Portfolio Manager | Winter Park, FL , United States | |
| Portfolio Manager | Bloomington, IL , United States | |
| Portfolio Manager | Winter Park, FL , United States |
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