Melissa Santas Peterson

CFA®

Executive Managing Director

+1 (978) 557 5326

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 Washington, DC-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.

Experience

Works alongside clients and their advisors, such as tax accountants and attorneys, to create custom portfolio solutions
Offers clients extensive research and recommendations on investments including mutual funds, ETFs, SMA, closed-end equity and fixed income funds, alternative investments and hedge fund strategies for portfolios
Provides comprehensive investment analysis and recommendations to clients
Participates in due diligence meetings with current and prospective independent account managers
Develops detailed, systematic approaches for assessing portfolio performance using a variety of systems and techniques for clients
Finds actionable solutions to complex problems, unlocking investment opportunities that other advisors might not see

Involvement

Boston Security Analysts Society (BSAS)

Continuing professional education

CFA ® Charterholder

Location

Boston, MA

Education

Master of Business Administration

Suffolk University

(Boston, Massachusetts)

Bachelor of business economics

The College of Wooster

(Wooster, Ohio)

Expertise

Disclosure

View disclosure information about Baker Tilly Wealth Management and its investment advisor representatives on the SEC Investment Advisor Disclosure website.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Baker Tilly Wealth Management, LLC is a registered investment advisor. Baker Tilly Wealth Management, LLC is a controlled by Baker Tilly Advisory Group, LP. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, operate under an alternative practice structure and are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP is a licensed CPA firm that provides assurance services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ©2024 Baker Tilly Wealth Management, LLC