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Melius Research
Melius Research is an independent research, data analytics and investment firm that leverages decades of industrials, technology, consumer, energy and power...
Melius Research
Melius Research is an independent research, data analytics and investment firm that leverages decades of industrials, technology, consumer, energy and power expertise to help clients navigate a rapidly changing world. New technology in areas such as robotics, new mobility, energy transition, space travel, and software is transforming the traditional industrial eco-system. The firm partners with disruptive start-ups, institutional investors, and corporate executive teams to make better investment and strategic decisions.
General information
Firm type
Asset Manager
Location
City
New York
Principals
Scott Davis
Founding Partner - Multi-Industry Research
Rob Wertheimer
Founding Partner – Machinery & New Mobility Research
Scott Weiss
Founding Partner - Institutional Sales
Tim Greene
Founding Partner - Institutional Sales
Liz Davis
Founding Partner - Chief Operating Officer & Chief Financial Officer
Ben Reitzes
Partner - Head of Technology Research
James West
Managing Director – Head of Energy and Power Research
Conor Cunningham
Director – Travel and Transports Research
Jake Levinson
Director - Multi-Industry Research
Katie Selby
Director – Institutional Sales
Scott Mikus
Director - Aerospace, Defense and Space Research
Jacob Aiken-Phillips
Director – Consumer/Retail Research
Rebeca Sollosy
Chief Compliance Officer
Mitch Avnet
Senior Compliance Advisor
Gregg Paster
General Counsel
Sector focus
Frequently asked questions
Who founded Melius Research, and what is the firm's background?
The founder of Melius Research is not publicly identified in available sources. The firm is categorized as a research-driven investment firm, but its founding narrative and principal's background remain undisclosed.
Which sectors does Melius Research cover?
Melius Research publicly covers the technology and industrial sectors, as inferred from its published research on companies such as Apple, Microsoft, and Caterpillar (per various, 2024). No other sector focus has been confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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