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Advisor Information for DRIPX

Fund Inception03/01/1999
Name of IssuerMP 63
Fund Advisor(s)Moneypaper Advisor Inc
Sub-Advisor(s)--

Fund Managers for DRIPX

Vita Nelson
Portfolio Manager since 03/01/1999
Ms. Nelson is President of the Moneypaper Advisor, Inc and has been co-manager . Ms. Nelson’s first job in the financial industry was in the Municipal Bond Department of Granger & Co. in New York, where she made a market in municipal bonds. In addition to her advisory responsibilities, she has served as the Chief Executive Officer of Moneypaper Publications, LLC (and its predecessor Moneypaper, Inc.), a majority owner of the Advisor, where she has also has been the Editor and Publisher of two financial publications. Among her achievements, Ms. Nelson has popularized the use of direct investment plans (DRIPs). These plans accept investments from individuals directly (thereby permitting the investor to bypass brokers). Ms. Nelson graduated from Boston University with a degree in Comparative Literature
Mario Medina
Portfolio Manager since 07/01/2017
Since 2006, Mr. Medina has been an editor and senior analyst for Julie Stav Inc., a firm that contributes to and encourages the financial education of the Hispanic community in the United States and around the world through seminars and conferences, newsletters, radio and television shows, and podcasts. Mr. Medina has also periodically contributed to the financial publications of Moneypaper Publications. Among his achievements, Mr. Medina has helped the Hispanic community in the concept of low-cost direct investing in index funds, no-load mutual funds and dividend reinvestment plans (DRIPs). Mr. Medina graduated from the University of Havana in July 1989, with a degree in Architecture.
Lee Nelson
Portfolio Manager since 06/28/2022
Lee Nelson has served on the Board of Directors of Temper of the Times Communications, Inc., publisher of Moneypaper, a Financial Publications for Women, and its successor company Moneypaper Publications LLC. In 1986, he wrote the initial program to track orders from individual subscribers to Moneypaper who wanted to enroll in a DRIP company. This was a unique program which allowed for efficient transfers by grouping individuals based on the company ordered. Although his participation in the financial publishing business and fund-related activities continued throughout the years, in 2017 he stepped in to more formally participate by joining in monthly portfolio strategy sessions and to receive daily portfolio reports. Most recently, in January 2021, he became a paid member of the portfolio management team. Nelson also serves as President and CEO of Envision Media Arts (EMA), a Film, TV, and Commercials production company, which has produced award-winning commercials for hundreds of prestigious brands which have been aired during both the Academy Awards and multiple Super Bowls. Through EMA he financed and produced 15 major films, among them Sundance Film Festival hit CELESTE & JESSE FOREVER starring Rashida Jones and Andy Samberg, MR CHURCH starring Eddie Murphy and Natascha McElhone, and THE ICE ROAD starring Liam Neeson and Laurence Fishburne. Nelson moved to Los Angeles from New York as a screenwriter and independent film producer. He graduated from Bard College (Annendale, NY) with a degree in history and received a certificate in French civilization from the Sorbonne (Paris, FR).
Byron Perez
Portfolio Manager since 06/28/2022
yron Perez began his career with Moneypaper Publications, LLC in 2011, when he was engaged to serve as the Membership Services Manager for Moneypaper's DRIP Club. In addition, Mr. Perez put his background in Graphic Design to use on both the directinvesting.com and MP63fund.com websites. Currently, a major part of his employment with Moneypaper Publications, LLC involves his management of the myriad details associated with the administration of the MP 63 Fund. He has served as assistant to Vita Nelson both in her capacity as portfolio manager as well as her service as President of the MP 63 Fund. Since 2021, he is responsible to oversee the Fund’s compliance program under the direction of the Fund’s CCO, with the title Operations Manager for The MP63 Fund. Since 2017, Mr. Perez has participated in Moneypaper Advisor portfolio management meetings and he has been schooled in the long-standing defensive strategy followed by the Advisor. Byron is a graduate of Mercy College (New York) with a Bachelor of Fine Arts degree.