Meliora Capital is an independent investment advisory firm founded in 2014. Headquartered in Tulsa, Oklahoma, we serve a diverse range of clients across the country. We serve our clients with separately managed accounts and focus on a select group of securities.
J.P. Szafranski, CFA – Chief Executive Officer & Chief Investment Officer
J.P. Szafranski is a co-founder of Meliora Capital. He serves as CEO and CIO for the firm. As CEO he directs the company’s strategic initiatives and oversees all aspects of the business. As CIO, Mr. Szafranski manages the security selection process for the firm’s actively managed strategies.
Mr. Szafranski is a CFA Charterholder and began his professional career in 2005. He graduated with Special Distinction from the University of Oklahoma with a Bachelor of Business Administration in 2005. Upon graduating, Mr. Szafranski worked for IBM in the Business Consulting Services segment. In the six years prior to founding Meliora, he worked at Pinnacle Investment Advisors fulfilling multiple roles and responsibilities as a financial analyst and portfolio manager, concentrating the majority of his efforts on the Master Limited Partnership (MLP) sector.
J.P. lives in Tulsa, Oklahoma with his wife Maggie and their four sons. He is actively involved in the community, including serving as coach for his sons’ various youth sports teams. He currently serves as President of the Board of Directors for Theatre Tulsa, and previously served as Treasurer.. He is actively involved in various other local organizations.
Chas Craig, CFA, CPA – President & Director of Research
Chas Craig is a co-founder of Meliora Capital. He serves as President and Director of Research for the firm. As President, he assists in the development and implementation of the company’s strategy and oversees all aspects of the business. As Director of Research, Mr. Craig provides idea generation, security analysis and assists the overall portfolio management of the firm’s actively managed strategies.
Mr. Craig is a Certified Public Accountant and a CFA Charterholder. He graduated Summa Cum Laude from Oklahoma State University with degrees in both accounting and finance in 2009. He began his professional career working as an associate auditor at PricewaterhouseCoopers. Prior to founding Meliora, he worked at Pinnacle Investment Advisors fulfilling multiple roles and responsibilities as a financial analyst and portfolio manager.
Chas lives in Tulsa, Oklahoma with his wife Leigh Anne and their daughter. He is actively involved in the community including serving as a volunteer on the Asset/Liability Committee for Red Crown Credit Union and is Treasurer and member of the board of directors for Tulsa CARES. Chas is also active in the CFA Society of Oklahoma and the Tulsa Chapter of the Oklahoma Society of Certified Public Accountants.