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Dalton Mellon

Dalton Mellon

Portfolio Manager at Vaughan David Investments Llc/il

Peoria, IL , United States

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

OrganizationRoleDate RangeDetails
David Vaughan Investments, LLCPortfolio ManagerJan 2020 to Present
David Vaughan Investments, LLCAdvisory AnalystJun 2013 to Dec 2019

Education

University of Illinois at Urbana-Champaign

Finance, Investments and Securities

2009 2013

Skills & Expertise

Portfolio Management
Equity Research
Financial Modeling
Financial Analysis
Finance
Financial Planning
FactSet
Morningstar Direct
EMoney

Others at Vaughan David Investments Llc/il (4)

NameRoleLocation
Brian Christensen
Brian Christensen
Senior Vice President and Chief Investment OfficerPeoria, IL , United States
Christopher Kent
Christopher Kent
Associate Portfolio ManagerWinter Park, FL , United States
Drew Lister
Drew Lister
Portfolio ManagerBloomington, IL , United States
Pierce Timko
Pierce Timko
Portfolio ManagerWinter Park, FL , United States

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