Profile
Ms. Melissa N.
Osika is an Associate Partner at Herr Capital Management LLC.
She has been a financial planning industry for over 10 years.
Ms. Osika was previously employed as a Principal by Waddell & Reed, Inc. In 2006 she began her career at a large proprietary mutual fund broker dealer that focused on a holistic approach to financial planning, as well as, investments.
She graduated with a Masters of Business Administration in Financial Planning.
Melissa Nicole Osika active positions
| Companies | Position | Start |
|---|---|---|
Herr Capital Management LLC
Herr Capital Management LLC Investment ManagersFinance HCM employs active models based on decisions from a disciplined process that can be defined as dynamic. Their investment strategy decisions assume a minimum 3-year time frame, as they believe this is long enough to give them confidence that underlying investment fundamentals, rather than short-term market sentiment, will drive returns. The firm builds portfolios with a dynamic combination of low-cost exchange-traded funds (ETFs), active mutual funds, and alternative strategies. | Investment Committee Member | 01/01/2017 |
Former positions of Melissa Nicole Osika
| Companies | Position | End |
|---|---|---|
Waddell & Reed LLC
Waddell & Reed LLC Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | 01/09/2012 |
Training of Melissa Nicole Osika
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Waddell & Reed LLC
Waddell & Reed LLC Investment ManagersFinance Provides investment advisory services | Finance |
Herr Capital Management LLC
Herr Capital Management LLC Investment ManagersFinance HCM employs active models based on decisions from a disciplined process that can be defined as dynamic. Their investment strategy decisions assume a minimum 3-year time frame, as they believe this is long enough to give them confidence that underlying investment fundamentals, rather than short-term market sentiment, will drive returns. The firm builds portfolios with a dynamic combination of low-cost exchange-traded funds (ETFs), active mutual funds, and alternative strategies. | Finance |
Christopher Newport University
Christopher Newport University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Saint Xavier University
Saint Xavier University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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