Melissa serves as Vice President, Relationship Management for NewEdge Family Office, where she works closely with clients and her advisory team to provide tailored estate planning and investment advice to ultra high net worth individuals and families.
Before joining NewEdge, she held positions at organizations like Summit Trail Advisors, Heritage Strategies LLC, and Hardman Johnston Global Advisors LLC, where she began her career as a Portfolio Administrator.
She holds a B.A. in Psychology from Marist College, as well as an M.S. in Business Administration and Management from the University of Notre Dame.