Bio

Melissa is an executive managing director with Baker Tilly Wealth Management, LLC. She has more than 20 years of experience serving clients nationwide, helping them define and reach their financial goals. Melissa's role as executive managing director allows her to work in a strategic capacity for the firm and serve the unique financial planning and investment advisory needs of our clients by developing forward-thinking, custom solutions tailored to their requirements. Prior to joining Baker Tilly, Melissa spent more than eight years with a  Boston-based industry group serving as president and CIO of their registered investment advisory practice. Melissa started her career on the institutional investment management side, responsible for portfolio management, asset allocation and strategy due diligence. She held senior analyst roles at a wealth management technology and services organization and a Boston based insurance company. Master of Business Administration Suffolk University (Boston, Massachusetts); Bachelor of business economics The College of Wooster (Wooster, Ohio);